See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,445 | $74,927+80.8% | $101,794+33.1% | $84,808+59.7% |
| Participation rate | 41.1% | 61.4%-20.3pp | 69.2%-28.1pp | 68.3%-27.2pp |
| Annual return | 17.53% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,052 | $1,522-30.8% | $2,289-54.0% | $2,631-60.0% |
| Participant deferral / active EE | $3,481 | $3,099+12.3% | $4,084-14.8% | $4,212-17.3% |
| Admin fee / account holder | $7,851 | $6,514+20.5% | $8,777-10.6% | $7,344+6.9% |