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 | $101,239 | $68,547+47.7% | $120,354-15.9% | $80,856+25.2% |
| Participation rate | 52.8% | 61.6%-8.8pp | 71.9%-19.1pp | 67.6%-14.8pp |
| Annual return | 11.89% | 23.60%-11.7pp | 107.15%-95.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,050 | $2,051-0.1% | $3,463-40.8% | $2,755-25.6% |
| Participant deferral / active EE | $3,982 | $3,173+25.5% | $4,991-20.2% | $4,296-7.3% |
| Admin fee / account holder | $21,780 | $5,732+280.0% | $9,423+131.1% | $6,918+214.8% |