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 | $110,335 | $103,376+6.7% | $87,100+26.7% | $152,861-27.8% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 23.24% | 28.10%-4.9pp | 28.19%-4.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,709 | $3,220-46.9% | $2,521-32.2% | $4,762-64.1% |
| Participant deferral / active EE | $4,684 | $4,778-2.0% | $4,049+15.7% | $5,850-19.9% |
| Admin fee / account holder | $5,101 | $12,205-58.2% | $7,497-32.0% | $11,596-56.0% |