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 | $138,424 | $68,719+101.4% | $91,541+51.2% | $84,808+63.2% |
| Participation rate | 47.2% | 64.5%-17.3pp | 69.8%-22.6pp | 68.3%-21.1pp |
| Annual return | 17.63% | 19.12%-1.5pp | 20.50%-2.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,811 | $1,920-5.6% | $2,505-27.7% | $2,631-31.2% |
| Participant deferral / active EE | $4,495 | $3,136+43.3% | $4,008+12.2% | $4,212+6.7% |
| Admin fee / account holder | $956 | $5,786-83.5% | $6,956-86.3% | $7,344-87.0% |