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 | $129,199 | $109,881+17.6% | $150,045-13.9% | $84,808+52.3% |
| Participation rate | 39.7% | 76.1%-36.4pp | 82.3%-42.7pp | 68.3%-28.7pp |
| Annual return | 17.80% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,114 | $3,561-68.7% | $4,693-76.3% | $2,631-57.7% |
| Participant deferral / active EE | $3,290 | $6,636-50.4% | $7,997-58.9% | $4,212-21.9% |
| Admin fee / account holder | $16,075 | $8,568+87.6% | $13,435+19.7% | $7,344+118.9% |