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 | $111,688 | $70,669+58.0% | $169,368-34.1% | $75,163+48.6% |
| Participation rate | 59.3% | 64.8%-5.5pp | 77.1%-17.9pp | 67.2%-7.9pp |
| Annual return | 21.14% | 36.36%-15.2pp | 405.60%-384.5pp | 160.62%-139.5pp |
| Employer contribution / active EE | $5,361 | $2,211+142.5% | $4,013+33.6% | $2,670+100.8% |
| Participant deferral / active EE | $2,814 | $4,311-34.7% | $6,221-54.8% | $4,125-31.8% |
| Admin fee / account holder | $5,274 | $5,402-2.4% | $9,003-41.4% | $5,651-6.7% |