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 | $116,873 | $72,492+61.2% | $87,100+34.2% | $72,985+60.1% |
| Participation rate | 35.9% | 72.8%-36.9pp | 76.9%-41.0pp | 69.5%-33.6pp |
| Annual return | 21.55% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,086 | $1,894-42.6% | $2,521-56.9% | $2,440-55.5% |
| Participant deferral / active EE | $1,816 | $3,270-44.5% | $4,049-55.2% | $3,607-49.7% |
| Admin fee / account holder | $14,502 | $5,055+186.9% | $7,497+93.4% | $5,124+183.0% |