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 | $120,399 | $56,053+114.8% | $75,972+58.5% | $80,856+48.9% |
| Participation rate | 48.0% | 62.0%-14.0pp | 69.1%-21.1pp | 67.6%-19.6pp |
| Annual return | 11.06% | 20.53%-9.5pp | 359.55%-348.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,411 | $1,874-24.7% | $2,685-47.4% | $2,755-48.8% |
| Participant deferral / active EE | $3,948 | $3,052+29.4% | $4,255-7.2% | $4,296-8.1% |
| Admin fee / account holder | $4,980 | $5,234-4.8% | $6,467-23.0% | $6,918-28.0% |