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 | $90,771 | $77,503+17.1% | $100,391-9.6% | $80,856+12.3% |
| Participation rate | 63.4% | 76.9%-13.5pp | 81.5%-18.1pp | 67.6%-4.2pp |
| Annual return | 17.91% | 37.20%-19.3pp | 49.20%-31.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $4,011 | $2,801+43.2% | $3,942+1.8% | $2,755+45.6% |
| Participant deferral / active EE | $9,356 | $6,820+37.2% | $8,082+15.8% | $4,296+117.8% |
| Admin fee / account holder | $511 | $5,897-91.3% | $7,899-93.5% | $6,918-92.6% |