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 | $142,555 | $81,460+75.0% | $103,333+38.0% | $80,856+76.3% |
| Participation rate | 49.0% | 66.8%-17.8pp | 74.5%-25.5pp | 67.6%-18.6pp |
| Annual return | 16.30% | 25.55%-9.2pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,496 | $3,105-51.8% | $3,868-61.3% | $2,755-45.7% |
| Participant deferral / active EE | $4,268 | $3,869+10.3% | $5,057-15.6% | $4,296-0.6% |
| Admin fee / account holder | $4,297 | $6,566-34.6% | $8,355-48.6% | $6,918-37.9% |