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 | $103,888 | $118,427-12.3% | $66,042+57.3% | $142,382-27.0% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 15.70% | 35.57%-19.9pp | 52.11%-36.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,238 | $2,570-12.9% | $1,579+41.7% | $4,299-48.0% |
| Participant deferral / active EE | $3,605 | $4,311-16.4% | $2,835+27.1% | $6,507-44.6% |
| Admin fee / account holder | $19,912 | $9,593+107.6% | $5,747+246.5% | $12,624+57.7% |