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 | $115,322 | $110,261+4.6% | $95,745+20.4% | $139,434-17.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 20.52% | 27.11%-6.6pp | 28.35%-7.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,494 | $3,257-23.4% | $2,835-12.0% | $4,751-47.5% |
| Participant deferral / active EE | $7,654 | $4,676+63.7% | $4,245+80.3% | $6,710+14.1% |
| Admin fee / account holder | $3,980 | $6,613-39.8% | $5,678-29.9% | $11,403-65.1% |