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 | $100,892 | $56,053+80.0% | $75,972+32.8% | $80,856+24.8% |
| Participation rate | 52.0% | 62.0%-10.0pp | 69.1%-17.1pp | 67.6%-15.6pp |
| Annual return | 13.40% | 20.53%-7.1pp | 359.55%-346.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,263 | $1,874-32.6% | $2,685-52.9% | $2,755-54.1% |
| Participant deferral / active EE | $3,027 | $3,052-0.8% | $4,255-28.9% | $4,296-29.5% |
| Admin fee / account holder | $3,680 | $5,234-29.7% | $6,467-43.1% | $6,918-46.8% |