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 | $128,176 | $81,460+57.3% | $103,333+24.0% | $80,856+58.5% |
| Participation rate | 38.3% | 66.8%-28.5pp | 74.5%-36.2pp | 67.6%-29.3pp |
| Annual return | 13.77% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,513 | $3,105-51.3% | $3,868-60.9% | $2,755-45.1% |
| Participant deferral / active EE | $3,614 | $3,869-6.6% | $5,057-28.5% | $4,296-15.9% |
| Admin fee / account holder | $9,454 | $6,566+44.0% | $8,355+13.2% | $6,918+36.7% |