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 | $149,928 | $124,281+20.6% | $109,143+37.4% | $167,490-10.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 12.24% | 26.04%-13.8pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,458 | $4,207-65.3% | $3,722-60.8% | $4,837-69.9% |
| Participant deferral / active EE | $1,679 | $5,255-68.1% | $4,653-63.9% | $6,341-73.5% |
| Admin fee / account holder | $1,065 | $7,970-86.6% | $6,752-84.2% | $12,309-91.3% |