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 | $108,785 | $54,705+98.9% | $71,209+52.8% | $84,808+28.3% |
| Participation rate | 60.3% | 64.1%-3.7pp | 73.8%-13.4pp | 68.3%-8.0pp |
| Annual return | 15.22% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,328 | $2,158+7.9% | $2,721-14.4% | $2,631-11.5% |
| Participant deferral / active EE | $5,297 | $3,030+74.8% | $4,175+26.9% | $4,212+25.8% |
| Admin fee / account holder | $6,872 | $4,863+41.3% | $5,349+28.5% | $7,344-6.4% |