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 | $126,324 | $110,257+14.6% | $96,544+30.8% | $139,434-9.4% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 16.77% | 26.32%-9.5pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,118 | $3,620-69.1% | $2,965-62.3% | $4,751-76.5% |
| Participant deferral / active EE | $3,513 | $5,548-36.7% | $4,851-27.6% | $6,710-47.6% |
| Admin fee / account holder | $1,791 | $11,591-84.5% | $8,252-78.3% | $11,403-84.3% |