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 | $110,988 | $73,933+50.1% | $96,683+14.8% | $75,163+47.7% |
| Participation rate | 30.8% | 66.4%-35.7pp | 74.3%-43.6pp | 67.2%-36.4pp |
| Annual return | 17.05% | 26.70%-9.7pp | 35.69%-18.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,007 | $2,928-31.4% | $3,737-46.3% | $2,670-24.8% |
| Participant deferral / active EE | $4,063 | $3,659+11.0% | $4,878-16.7% | $4,125-1.5% |
| Admin fee / account holder | $1,487 | $5,216-71.5% | $6,730-77.9% | $5,651-73.7% |