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 | $74,617 | $51,576+44.7% | $129,207-42.3% | $80,856-7.7% |
| Participation rate | 69.7% | 57.0%+12.7pp | 69.6%+0.1pp | 67.6%+2.1pp |
| Annual return | 16.21% | 20.81%-4.6pp | 9417.33%-9401.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,435 | $1,584+116.9% | $4,153-17.3% | $2,755+24.7% |
| Participant deferral / active EE | $7,029 | $2,669+163.4% | $4,168+68.6% | $4,296+63.6% |
| Admin fee / account holder | $2,790 | $4,305-35.2% | $7,715-63.8% | $6,918-59.7% |