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 | $111,636 | $80,673+38.4% | $101,326+10.2% | $84,808+31.6% |
| Participation rate | 51.4% | 77.8%-26.4pp | 81.5%-30.1pp | 68.3%-17.0pp |
| Annual return | 15.21% | 38.95%-23.7pp | 36.82%-21.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $188 | $2,698-93.0% | $3,665-94.9% | $2,631-92.8% |
| Participant deferral / active EE | $3,490 | $6,840-49.0% | $7,994-56.3% | $4,212-17.1% |
| Admin fee / account holder | $6,139 | $12,784-52.0% | $11,185-45.1% | $7,344-16.4% |