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 | $153,826 | $135,952+13.1% | $123,892+24.2% | $273,961-43.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 34.65% | 56.63%-22.0pp | 47.52%-12.9pp | 41.45%-6.8pp |
| Employer contribution / active EE | $1,618 | $5,170-68.7% | $4,617-65.0% | $4,869-66.8% |
| Participant deferral / active EE | $7,038 | $6,343+11.0% | $5,984+17.6% | $5,287+33.1% |
| Admin fee / account holder | $4,390 | $9,817-55.3% | $8,357-47.5% | $10,132-56.7% |