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 | $122,528 | $117,841+4.0% | $102,423+19.6% | $145,922-16.0% |
| Participation rate | 35.0% | 78.6%-43.6pp | 76.5%-41.5pp | 80.3%-45.3pp |
| Annual return | 10.38% | 31.65%-21.3pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,332 | $3,615-35.5% | $3,023-22.9% | $4,660-49.9% |
| Participant deferral / active EE | $3,359 | $5,731-41.4% | $5,053-33.5% | $6,688-49.8% |
| Admin fee / account holder | $73,180 | $13,326+449.1% | $9,451+674.3% | $13,397+446.2% |