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 | $141,454 | $101,724+39.1% | $164,813-14.2% | $80,856+74.9% |
| Participation rate | 55.0% | 71.8%-16.8pp | 78.6%-23.6pp | 67.6%-12.6pp |
| Annual return | 12.85% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,650 | $2,953-44.2% | $4,341-62.0% | $2,755-40.1% |
| Participant deferral / active EE | $3,428 | $4,477-23.4% | $6,031-43.2% | $4,296-20.2% |
| Admin fee / account holder | $1,508 | $8,227-81.7% | $12,690-88.1% | $6,918-78.2% |