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 | $120,415 | $93,571+28.7% | $135,903-11.4% | $75,163+60.2% |
| Participation rate | 63.3% | 75.2%-11.8pp | 81.9%-18.6pp | 67.2%-3.9pp |
| Annual return | 15.82% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $7,436 | $3,537+110.3% | $4,856+53.1% | $2,670+178.5% |
| Participant deferral / active EE | $6,696 | $6,404+4.6% | $7,758-13.7% | $4,125+62.3% |
| Admin fee / account holder | $911 | $6,975-86.9% | $10,762-91.5% | $5,651-83.9% |