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 | $120,077 | $96,557+24.4% | $80,975+48.3% | $273,961-56.2% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 4.00% | 15.14%-11.1pp | 17.10%-13.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,675 | $4,868-65.6% | $3,714-54.9% | $4,869-65.6% |
| Participant deferral / active EE | $5,849 | $6,598-11.3% | $5,696+2.7% | $5,287+10.6% |
| Admin fee / account holder | $12,994 | $7,492+73.4% | $5,516+135.6% | $10,132+28.2% |