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 | $101,866 | $109,413-6.9% | $156,263-34.8% | $84,808+20.1% |
| Participation rate | 65.9% | 72.7%-6.8pp | 78.9%-13.1pp | 68.3%-2.5pp |
| Annual return | 17.24% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,603 | $2,907+23.9% | $4,333-16.9% | $2,631+36.9% |
| Participant deferral / active EE | $6,787 | $4,590+47.9% | $6,158+10.2% | $4,212+61.1% |
| Admin fee / account holder | $2,831 | $9,357-69.7% | $14,255-80.1% | $7,344-61.5% |