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 | $113,364 | $65,365+73.4% | $92,893+22.0% | $72,985+55.3% |
| Participation rate | 63.5% | 68.3%-4.8pp | 76.0%-12.5pp | 69.5%-6.0pp |
| Annual return | 21.82% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,243 | $2,594+63.6% | $3,653+16.2% | $2,440+73.9% |
| Participant deferral / active EE | $1,637 | $3,128-47.7% | $4,236-61.4% | $3,607-54.6% |
| Admin fee / account holder | $2,895 | $4,251-31.9% | $5,794-50.0% | $5,124-43.5% |