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 | $151,058 | $100,326+50.6% | $180,183-16.2% | $84,808+78.1% |
| Participation rate | 48.5% | 71.0%-22.5pp | 77.4%-29.0pp | 68.3%-19.8pp |
| Annual return | 15.81% | 17.86%-2.0pp | 27.86%-12.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,581 | $3,269-21.0% | $5,039-48.8% | $2,631-1.9% |
| Participant deferral / active EE | $4,030 | $5,066-20.4% | $6,822-40.9% | $4,212-4.3% |
| Admin fee / account holder | $4,874 | $9,674-49.6% | $19,975-75.6% | $7,344-33.6% |