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 | $109,391 | $81,248+34.6% | $155,509-29.7% | $80,856+35.3% |
| Participation rate | 47.2% | 66.2%-19.0pp | 78.2%-31.0pp | 67.6%-20.4pp |
| Annual return | 15.62% | 33.31%-17.7pp | 64.67%-49.0pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,549 | $3,100-50.0% | $4,672-66.8% | $2,755-43.8% |
| Participant deferral / active EE | $3,443 | $3,452-0.3% | $5,626-38.8% | $4,296-19.9% |
| Admin fee / account holder | $2,781 | $7,997-65.2% | $15,912-82.5% | $6,918-59.8% |