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 | $99,315 | $91,190+8.9% | $178,490-44.4% | $79,858+24.4% |
| Participation rate | 31.3% | 69.2%-38.0pp | 81.9%-50.7pp | 69.6%-38.4pp |
| Annual return | 24.90% | 24.19%+0.7pp | 151.07%-126.2pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,390 | $3,256-57.3% | $5,011-72.3% | $2,471-43.8% |
| Participant deferral / active EE | $3,876 | $3,236+19.8% | $5,202-25.5% | $3,740+3.6% |
| Admin fee / account holder | $2,204 | $6,751-67.4% | $13,984-84.2% | $5,306-58.5% |