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 | $140,805 | $99,341+41.7% | $84,750+66.1% | $273,961-48.6% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 3.25% | 22.93%-19.7pp | 22.78%-19.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,720 | $4,214-59.2% | $3,574-51.9% | $4,869-64.7% |
| Participant deferral / active EE | $10,857 | $4,269+154.3% | $3,712+192.5% | $5,287+105.4% |
| Admin fee / account holder | $2,266 | $6,644-65.9% | $5,332-57.5% | $10,132-77.6% |