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 | $193,628 | $63,764+203.7% | $81,930+136.3% | $79,858+142.5% |
| Participation rate | 42.9% | 67.5%-24.6pp | 72.0%-29.1pp | 69.6%-26.8pp |
| Annual return | 15.53% | 22.66%-7.1pp | 29.49%-14.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,254 | $1,795-30.2% | $4,310-70.9% | $2,471-49.3% |
| Participant deferral / active EE | $2,763 | $2,780-0.6% | $7,107-61.1% | $3,740-26.1% |
| Admin fee / account holder | $569 | $4,426-87.1% | $5,158-89.0% | $5,306-89.3% |