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 | $168,389 | $99,985+68.4% | $146,665+14.8% | $85,850+96.1% |
| Participation rate | 65.5% | 73.1%-7.5pp | 80.1%-14.6pp | 69.3%-3.8pp |
| Annual return | 17.04% | 18.93%-1.9pp | 22.74%-5.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,320 | $2,559-48.4% | $4,136-68.1% | $2,565-48.5% |
| Participant deferral / active EE | $5,013 | $4,006+25.1% | $5,506-9.0% | $3,952+26.8% |
| Admin fee / account holder | $6,953 | $7,702-9.7% | $10,280-32.4% | $6,260+11.1% |