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 | $131,992 | $80,717+63.5% | $154,803-14.7% | $84,808+55.6% |
| Participation rate | 65.0% | 66.8%-1.8pp | 78.1%-13.1pp | 68.3%-3.3pp |
| Annual return | 14.00% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,699 | $2,761-38.5% | $4,305-60.5% | $2,631-35.4% |
| Participant deferral / active EE | $4,011 | $3,303+21.4% | $5,540-27.6% | $4,212-4.8% |
| Admin fee / account holder | $3,088 | $6,746-54.2% | $14,329-78.4% | $7,344-57.9% |