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 | $119,526 | $63,355+88.7% | $91,989+29.9% | $72,985+63.8% |
| Participation rate | 50.0% | 72.5%-22.5pp | 78.6%-28.6pp | 69.5%-19.5pp |
| Annual return | 26.80% | 35.35%-8.6pp | 69.02%-42.2pp | 81.00%-54.2pp |
| Employer contribution / active EE | $1,036 | $2,116-51.0% | $3,452-70.0% | $2,440-57.5% |
| Participant deferral / active EE | $3,654 | $4,883-25.2% | $5,923-38.3% | $3,607+1.3% |
| Admin fee / account holder | $5,035 | $4,668+7.9% | $7,743-35.0% | $5,124-1.8% |