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 | $121,687 | $118,450+2.7% | $98,439+23.6% | $139,434-12.7% |
| Participation rate | 35.0% | 77.4%-42.4pp | 75.2%-40.2pp | 80.3%-45.3pp |
| Annual return | 13.97% | 18.94%-5.0pp | 21.16%-7.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,333 | $3,609-63.1% | $3,048-56.3% | $4,751-71.9% |
| Participant deferral / active EE | $2,010 | $5,392-62.7% | $4,738-57.6% | $6,710-70.0% |
| Admin fee / account holder | $875 | $14,026-93.8% | $8,948-90.2% | $11,403-92.3% |