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 | $146,438 | $80,717+81.4% | $154,803-5.4% | $84,808+72.7% |
| Participation rate | 56.8% | 66.8%-10.0pp | 78.1%-21.3pp | 68.3%-11.5pp |
| Annual return | 17.67% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,617 | $2,761-41.4% | $4,305-62.4% | $2,631-38.5% |
| Participant deferral / active EE | $3,259 | $3,303-1.4% | $5,540-41.2% | $4,212-22.6% |
| Admin fee / account holder | $1,630 | $6,746-75.8% | $14,329-88.6% | $7,344-77.8% |