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 | $107,504 | $100,326+7.2% | $180,183-40.3% | $84,808+26.8% |
| Participation rate | 44.0% | 71.0%-27.0pp | 77.4%-33.4pp | 68.3%-24.3pp |
| Annual return | 15.59% | 17.86%-2.3pp | 27.86%-12.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,340 | $3,269-59.0% | $5,039-73.4% | $2,631-49.1% |
| Participant deferral / active EE | $2,044 | $5,066-59.7% | $6,822-70.0% | $4,212-51.5% |
| Admin fee / account holder | $27,007 | $9,674+179.2% | $19,975+35.2% | $7,344+267.7% |