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 | $210,655 | $228,332-7.7% | $185,823+13.4% | $158,922+32.6% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 12.49% | 40.80%-28.3pp | 35.95%-23.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,608 | $4,967-47.5% | $4,087-36.2% | $4,761-45.2% |
| Participant deferral / active EE | $8,505 | $6,415+32.6% | $5,632+51.0% | $5,982+42.2% |
| Admin fee / account holder | $687 | $11,864-94.2% | $9,500-92.8% | $11,246-93.9% |