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 | $103,215 | $68,547+50.6% | $120,354-14.2% | $80,856+27.7% |
| Participation rate | 52.9% | 61.6%-8.7pp | 71.9%-19.0pp | 67.6%-14.7pp |
| Annual return | 14.21% | 23.60%-9.4pp | 107.15%-92.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,716 | $2,051-16.3% | $3,463-50.4% | $2,755-37.7% |
| Participant deferral / active EE | $3,418 | $3,173+7.7% | $4,991-31.5% | $4,296-20.4% |
| Admin fee / account holder | $8,823 | $5,732+53.9% | $9,423-6.4% | $6,918+27.5% |