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 | $128,605 | $89,355+43.9% | $141,162-8.9% | $72,985+76.2% |
| Participation rate | 42.9% | 75.1%-32.3pp | 82.5%-39.6pp | 69.5%-26.6pp |
| Annual return | 21.49% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,374 | $3,114-23.8% | $4,735-49.9% | $2,440-2.7% |
| Participant deferral / active EE | $2,724 | $5,418-49.7% | $6,709-59.4% | $3,607-24.5% |
| Admin fee / account holder | $981 | $5,958-83.5% | $10,261-90.4% | $5,124-80.9% |