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 | $144,717 | $95,803+51.1% | $113,168+27.9% | $84,808+70.6% |
| Participation rate | 63.6% | 72.9%-9.2pp | 76.6%-12.9pp | 68.3%-4.7pp |
| Annual return | 16.77% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,395 | $2,360-40.9% | $2,975-53.1% | $2,631-47.0% |
| Participant deferral / active EE | $3,160 | $4,242-25.5% | $5,107-38.1% | $4,212-25.0% |
| Admin fee / account holder | $588 | $8,989-93.5% | $12,068-95.1% | $7,344-92.0% |