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 | $132,081 | $138,347-4.5% | $184,203-28.3% | $80,856+63.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.6%-1.0pp |
| Annual return | 14.48% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,774 | $4,850-22.2% | $6,427-41.3% | $2,755+37.0% |
| Participant deferral / active EE | $6,602 | $7,071-6.6% | $9,131-27.7% | $4,296+53.7% |
| Admin fee / account holder | $11,888 | $10,483+13.4% | $13,901-14.5% | $6,918+71.8% |