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 | $106,121 | $89,355+18.8% | $141,162-24.8% | $72,985+45.4% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 23.70% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,033 | $3,114-34.7% | $4,735-57.1% | $2,440-16.7% |
| Participant deferral / active EE | $5,746 | $5,418+6.0% | $6,709-14.4% | $3,607+59.3% |
| Admin fee / account holder | $21,858 | $5,958+266.9% | $10,261+113.0% | $5,124+326.6% |