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 | $157,587 | $154,117+2.3% | $129,995+21.2% | $139,434+13.0% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 16.97% | 32.48%-15.5pp | -137.18%+154.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,370 | $5,289-74.1% | $4,320-68.3% | $4,751-71.2% |
| Participant deferral / active EE | $4,644 | $6,710-30.8% | $5,820-20.2% | $6,710-30.8% |
| Admin fee / account holder | $14,515 | $14,007+3.6% | $10,614+36.7% | $11,403+27.3% |