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 | $108,704 | $80,717+34.7% | $154,803-29.8% | $84,808+28.2% |
| Participation rate | 66.3% | 66.8%-0.5pp | 78.1%-11.8pp | 68.3%-2.0pp |
| Annual return | 19.96% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,364 | $2,761-50.6% | $4,305-68.3% | $2,631-48.1% |
| Participant deferral / active EE | $5,457 | $3,303+65.2% | $5,540-1.5% | $4,212+29.6% |
| Admin fee / account holder | $16,320 | $6,746+141.9% | $14,329+13.9% | $7,344+122.2% |