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 | $117,469 | $109,881+6.9% | $150,045-21.7% | $84,808+38.5% |
| Participation rate | 44.7% | 76.1%-31.3pp | 82.3%-37.6pp | 68.3%-23.6pp |
| Annual return | 14.94% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,414 | $3,561-60.3% | $4,693-69.9% | $2,631-46.3% |
| Participant deferral / active EE | $4,647 | $6,636-30.0% | $7,997-41.9% | $4,212+10.3% |
| Admin fee / account holder | $12,400 | $8,568+44.7% | $13,435-7.7% | $7,344+68.9% |