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 | $111,812 | $103,376+8.2% | $87,100+28.4% | $152,861-26.9% |
| Participation rate | 42.1% | 79.3%-37.2pp | 76.9%-34.8pp | 82.4%-40.3pp |
| Annual return | 24.08% | 28.10%-4.0pp | 28.19%-4.1pp | 345.32%-321.2pp |
| Employer contribution / active EE | $858 | $3,220-73.3% | $2,521-66.0% | $4,762-82.0% |
| Participant deferral / active EE | $4,291 | $4,778-10.2% | $4,049+6.0% | $5,850-26.6% |
| Admin fee / account holder | $2,951 | $12,205-75.8% | $7,497-60.6% | $11,596-74.6% |