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 | $81,229 | $59,101+37.4% | $77,163+5.3% | $75,163+8.1% |
| Participation rate | 39.6% | 63.9%-24.3pp | 69.6%-30.0pp | 67.2%-27.6pp |
| Annual return | 17.58% | 26.71%-9.1pp | 37.87%-20.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,351 | $1,995-32.3% | $2,535-46.7% | $2,670-49.4% |
| Participant deferral / active EE | $3,505 | $2,999+16.8% | $3,833-8.6% | $4,125-15.0% |
| Admin fee / account holder | $8,951 | $4,774+87.5% | $5,472+63.6% | $5,651+58.4% |