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 | $159,246 | $101,724+56.5% | $164,813-3.4% | $80,856+96.9% |
| Participation rate | 58.5% | 71.8%-13.3pp | 78.6%-20.1pp | 67.6%-9.1pp |
| Annual return | 10.79% | 16.72%-5.9pp | 69.93%-59.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,952 | $2,953-33.9% | $4,341-55.0% | $2,755-29.2% |
| Participant deferral / active EE | $5,035 | $4,477+12.5% | $6,031-16.5% | $4,296+17.2% |
| Admin fee / account holder | $4,734 | $8,227-42.5% | $12,690-62.7% | $6,918-31.6% |