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 | $115,190 | $71,050+62.1% | $93,606+23.1% | $80,856+42.5% |
| Participation rate | 28.6% | 60.4%-31.8pp | 68.7%-40.1pp | 67.6%-39.1pp |
| Annual return | 11.52% | 11.26%+0.3pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,073 | $1,564-31.3% | $2,420-55.6% | $2,755-61.0% |
| Participant deferral / active EE | $2,293 | $4,034-43.2% | $4,411-48.0% | $4,296-46.6% |
| Admin fee / account holder | $5,907 | $6,945-14.9% | $8,285-28.7% | $6,918-14.6% |