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 | $113,665 | $81,460+39.5% | $103,333+10.0% | $80,856+40.6% |
| Participation rate | 65.1% | 66.8%-1.7pp | 74.5%-9.4pp | 67.6%-2.5pp |
| Annual return | 11.91% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,865 | $3,105-39.9% | $3,868-51.8% | $2,755-32.3% |
| Participant deferral / active EE | $5,515 | $3,869+42.5% | $5,057+9.0% | $4,296+28.4% |
| Admin fee / account holder | $17,449 | $6,566+165.7% | $8,355+108.9% | $6,918+152.2% |