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 | $141,751 | $81,248+74.5% | $155,509-8.8% | $80,856+75.3% |
| Participation rate | 61.1% | 66.2%-5.1pp | 78.2%-17.1pp | 67.6%-6.5pp |
| Annual return | 13.11% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,632 | $3,100-15.1% | $4,672-43.7% | $2,755-4.4% |
| Participant deferral / active EE | $4,248 | $3,452+23.1% | $5,626-24.5% | $4,296-1.1% |
| Admin fee / account holder | $1,259 | $7,997-84.3% | $15,912-92.1% | $6,918-81.8% |