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 | $119,693 | $81,460+46.9% | $103,333+15.8% | $80,856+48.0% |
| Participation rate | 48.4% | 66.8%-18.5pp | 74.5%-26.1pp | 67.6%-19.3pp |
| Annual return | 13.33% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,901 | $3,105-38.8% | $3,868-50.9% | $2,755-31.0% |
| Participant deferral / active EE | $3,253 | $3,869-15.9% | $5,057-35.7% | $4,296-24.3% |
| Admin fee / account holder | $1,223 | $6,566-81.4% | $8,355-85.4% | $6,918-82.3% |