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 | $100,649 | $86,944+15.8% | $107,525-6.4% | $74,304+35.5% |
| Participation rate | 35.4% | 59.6%-24.1pp | 75.1%-39.6pp | 60.3%-24.9pp |
| Annual return | 17.36% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,012 | $2,757-27.0% | $3,754-46.4% | $2,241-10.2% |
| Participant deferral / active EE | $4,617 | $3,554+29.9% | $5,116-9.8% | $3,767+22.6% |
| Admin fee / account holder | $7,620 | $3,727+104.5% | $8,919-14.6% | $2,969+156.6% |