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 | $118,093 | $127,065-7.1% | $113,168+4.4% | $142,382-17.1% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 14.21% | 24.03%-9.8pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,133 | $3,442-67.1% | $2,975-61.9% | $4,299-73.6% |
| Participant deferral / active EE | $2,389 | $5,716-58.2% | $5,107-53.2% | $6,507-63.3% |
| Admin fee / account holder | $834 | $15,736-94.7% | $12,068-93.1% | $12,624-93.4% |