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 | $119,833 | $60,892+96.8% | $82,389+45.4% | $84,808+41.3% |
| Participation rate | 35.3% | 63.3%-28.0pp | 69.5%-34.3pp | 68.3%-33.0pp |
| Annual return | 13.47% | 37.29%-23.8pp | 28.67%-15.2pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,208 | $1,779-32.1% | $2,517-52.0% | $2,631-54.1% |
| Participant deferral / active EE | $2,061 | $3,179-35.2% | $4,155-50.4% | $4,212-51.1% |
| Admin fee / account holder | $58,502 | $5,467+970.0% | $7,231+709.1% | $7,344+696.6% |