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 | $75,760 | $65,041+16.5% | $90,951-16.7% | $79,858-5.1% |
| Participation rate | 55.0% | 61.6%-6.6pp | 69.0%-14.0pp | 69.6%-14.6pp |
| Annual return | 11.18% | 30.45%-19.3pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,784 | $1,247+43.1% | $2,122-15.9% | $2,471-27.8% |
| Participant deferral / active EE | $3,432 | $2,512+36.6% | $3,373+1.7% | $3,740-8.2% |
| Admin fee / account holder | $16,819 | $4,536+270.8% | $5,959+182.3% | $5,306+217.0% |