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 | $127,345 | $86,286+47.6% | $111,297+14.4% | $85,850+48.3% |
| Participation rate | 58.5% | 73.3%-14.8pp | 77.3%-18.8pp | 69.3%-10.8pp |
| Annual return | 15.01% | 19.99%-5.0pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,269 | $2,043-37.9% | $2,731-53.5% | $2,565-50.5% |
| Participant deferral / active EE | $2,446 | $3,641-32.8% | $4,487-45.5% | $3,952-38.1% |
| Admin fee / account holder | $4,826 | $8,188-41.1% | $7,964-39.4% | $6,260-22.9% |