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 | $101,375 | $73,933+37.1% | $96,683+4.9% | $75,163+34.9% |
| Participation rate | 56.5% | 66.4%-9.9pp | 74.3%-17.8pp | 67.2%-10.7pp |
| Annual return | 16.36% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,544 | $2,928-47.3% | $3,737-58.7% | $2,670-42.2% |
| Participant deferral / active EE | $3,433 | $3,659-6.2% | $4,878-29.6% | $4,125-16.8% |
| Admin fee / account holder | $595 | $5,216-88.6% | $6,730-91.2% | $5,651-89.5% |