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 | $122,366 | $94,625+29.3% | $116,228+5.3% | $84,808+44.3% |
| Participation rate | 52.0% | 70.4%-18.4pp | 74.6%-22.6pp | 68.3%-16.3pp |
| Annual return | 19.38% | 20.40%-1.0pp | 90.06%-70.7pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,429 | $2,347+3.5% | $2,994-18.9% | $2,631-7.7% |
| Participant deferral / active EE | $2,820 | $3,972-29.0% | $4,953-43.1% | $4,212-33.1% |
| Admin fee / account holder | $7,137 | $10,091-29.3% | $11,989-40.5% | $7,344-2.8% |