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 | $130,272 | $80,717+61.4% | $154,803-15.8% | $84,808+53.6% |
| Participation rate | 41.5% | 66.8%-25.3pp | 78.1%-36.5pp | 68.3%-26.8pp |
| Annual return | 18.04% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,033 | $2,761-26.4% | $4,305-52.8% | $2,631-22.7% |
| Participant deferral / active EE | $4,182 | $3,303+26.6% | $5,540-24.5% | $4,212-0.7% |
| Admin fee / account holder | $2,774 | $6,746-58.9% | $14,329-80.6% | $7,344-62.2% |