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 | $98,005 | $72,277+35.6% | $101,248-3.2% | $79,858+22.7% |
| Participation rate | 54.2% | 68.5%-14.3pp | 75.8%-21.6pp | 69.6%-15.5pp |
| Annual return | 15.73% | 22.30%-6.6pp | 46.47%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,615 | $2,692-40.0% | $3,660-55.9% | $2,471-34.6% |
| Participant deferral / active EE | $2,864 | $3,282-12.7% | $4,370-34.5% | $3,740-23.4% |
| Admin fee / account holder | $671 | $4,400-84.8% | $5,945-88.7% | $5,306-87.4% |