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 | $132,691 | $101,724+30.4% | $164,813-19.5% | $80,856+64.1% |
| Participation rate | 34.5% | 71.8%-37.3pp | 78.6%-44.1pp | 67.6%-33.2pp |
| Annual return | 12.70% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,046 | $2,953-64.6% | $4,341-75.9% | $2,755-62.0% |
| Participant deferral / active EE | $2,906 | $4,477-35.1% | $6,031-51.8% | $4,296-32.3% |
| Admin fee / account holder | $545 | $8,227-93.4% | $12,690-95.7% | $6,918-92.1% |