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 | $131,423 | $109,881+19.6% | $150,045-12.4% | $84,808+55.0% |
| Participation rate | 67.6% | 76.1%-8.5pp | 82.3%-14.8pp | 68.3%-0.7pp |
| Annual return | 17.12% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,879 | $3,561-47.2% | $4,693-60.0% | $2,631-28.6% |
| Participant deferral / active EE | $5,537 | $6,636-16.6% | $7,997-30.8% | $4,212+31.5% |
| Admin fee / account holder | $844 | $8,568-90.2% | $13,435-93.7% | $7,344-88.5% |