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 | $111,771 | $95,803+16.7% | $113,168-1.2% | $84,808+31.8% |
| Participation rate | 59.3% | 72.9%-13.6pp | 76.6%-17.3pp | 68.3%-9.1pp |
| Annual return | 14.78% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $757 | $2,360-67.9% | $2,975-74.6% | $2,631-71.2% |
| Participant deferral / active EE | $3,767 | $4,242-11.2% | $5,107-26.2% | $4,212-10.5% |
| Admin fee / account holder | $3,454 | $8,989-61.6% | $12,068-71.4% | $7,344-53.0% |