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 | $135,095 | $65,365+106.7% | $92,893+45.4% | $72,985+85.1% |
| Participation rate | 60.7% | 68.3%-7.6pp | 76.0%-15.3pp | 69.5%-8.8pp |
| Annual return | 23.65% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,167 | $2,594-16.5% | $3,653-40.7% | $2,440-11.2% |
| Participant deferral / active EE | $3,602 | $3,128+15.1% | $4,236-15.0% | $3,607-0.2% |
| Admin fee / account holder | $944 | $4,251-77.8% | $5,794-83.7% | $5,124-81.6% |