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 | $135,815 | $100,326+35.4% | $180,183-24.6% | $84,808+60.1% |
| Participation rate | 56.5% | 71.0%-14.5pp | 77.4%-20.9pp | 68.3%-11.8pp |
| Annual return | 15.61% | 17.86%-2.2pp | 27.86%-12.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,213 | $3,269-62.9% | $5,039-75.9% | $2,631-53.9% |
| Participant deferral / active EE | $2,597 | $5,066-48.7% | $6,822-61.9% | $4,212-38.3% |
| Admin fee / account holder | $2,048 | $9,674-78.8% | $19,975-89.7% | $7,344-72.1% |