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 | $111,946 | $93,571+19.6% | $135,903-17.6% | $75,163+48.9% |
| Participation rate | 67.4% | 75.2%-7.8pp | 81.9%-14.5pp | 67.2%+0.2pp |
| Annual return | 16.63% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,206 | $3,537-37.6% | $4,856-54.6% | $2,670-17.4% |
| Participant deferral / active EE | $5,339 | $6,404-16.6% | $7,758-31.2% | $4,125+29.4% |
| Admin fee / account holder | $5,506 | $6,975-21.1% | $10,762-48.8% | $5,651-2.6% |