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 | $114,113 | $65,395+74.5% | $182,532-37.5% | $72,985+56.4% |
| Participation rate | 68.6% | 65.4%+3.2pp | 78.0%-9.3pp | 69.5%-0.9pp |
| Annual return | 20.48% | 27.68%-7.2pp | 148.54%-128.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,375 | $1,911-28.0% | $4,076-66.3% | $2,440-43.6% |
| Participant deferral / active EE | $3,396 | $3,563-4.7% | $5,524-38.5% | $3,607-5.9% |
| Admin fee / account holder | $5,050 | $4,245+19.0% | $8,592-41.2% | $5,124-1.4% |