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 | $209,705 | $117,983+77.7% | $101,794+106.0% | $142,382+47.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 13.07% | 36.92%-23.8pp | 30.53%-17.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,990 | $2,773-28.2% | $2,289-13.0% | $4,299-53.7% |
| Participant deferral / active EE | $7,426 | $4,714+57.6% | $4,084+81.8% | $6,507+14.1% |
| Admin fee / account holder | $1,530 | $10,433-85.3% | $8,777-82.6% | $12,624-87.9% |