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 | $118,053 | $89,753+31.5% | $107,525+9.8% | $84,808+39.2% |
| Participation rate | 55.9% | 68.1%-12.2pp | 75.1%-19.2pp | 68.3%-12.4pp |
| Annual return | 14.33% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,630 | $3,113-47.6% | $3,754-56.6% | $2,631-38.0% |
| Participant deferral / active EE | $4,085 | $4,056+0.7% | $5,116-20.2% | $4,212-3.0% |
| Admin fee / account holder | $2,750 | $7,222-61.9% | $8,919-69.2% | $7,344-62.6% |