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 | $128,354 | $117,983+8.8% | $101,794+26.1% | $142,382-9.9% |
| Participation rate | 39.1% | 74.2%-35.1pp | 69.2%-30.1pp | 80.1%-41.0pp |
| Annual return | 18.56% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,331 | $2,773-52.0% | $2,289-41.8% | $4,299-69.0% |
| Participant deferral / active EE | $3,795 | $4,714-19.5% | $4,084-7.1% | $6,507-41.7% |
| Admin fee / account holder | $881 | $10,433-91.6% | $8,777-90.0% | $12,624-93.0% |