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 | $143,936 | $127,065+13.3% | $113,168+27.2% | $142,382+1.1% |
| Participation rate | 53.3% | 79.2%-25.9pp | 76.6%-23.2pp | 80.1%-26.8pp |
| Annual return | 13.82% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,950 | $3,442-43.3% | $2,975-34.5% | $4,299-54.6% |
| Participant deferral / active EE | $3,661 | $5,716-35.9% | $5,107-28.3% | $6,507-43.7% |
| Admin fee / account holder | $14,569 | $15,736-7.4% | $12,068+20.7% | $12,624+15.4% |