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 | $124,031 | $74,927+65.5% | $101,794+21.8% | $84,808+46.3% |
| Participation rate | 50.8% | 61.4%-10.6pp | 69.2%-18.4pp | 68.3%-17.5pp |
| Annual return | 14.67% | 18.70%-4.0pp | 30.53%-15.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,369 | $1,522-10.0% | $2,289-40.2% | $2,631-48.0% |
| Participant deferral / active EE | $4,334 | $3,099+39.8% | $4,084+6.1% | $4,212+2.9% |
| Admin fee / account holder | $8,140 | $6,514+25.0% | $8,777-7.3% | $7,344+10.8% |