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 | $105,414 | $86,944+21.2% | $107,525-2.0% | $74,304+41.9% |
| Participation rate | 39.9% | 59.6%-19.7pp | 75.1%-35.2pp | 60.3%-20.5pp |
| Annual return | 14.61% | 23.52%-8.9pp | 181.32%-166.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,642 | $2,757-40.4% | $3,754-56.3% | $2,241-26.7% |
| Participant deferral / active EE | $2,967 | $3,554-16.5% | $5,116-42.0% | $3,767-21.3% |
| Admin fee / account holder | $6,337 | $3,727+70.1% | $8,919-28.9% | $2,969+113.5% |