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 | $127,669 | $117,983+8.2% | $101,794+25.4% | $142,382-10.3% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.2%+0.4pp | 80.1%-10.6pp |
| Annual return | 15.15% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,625 | $2,773-41.4% | $2,289-29.0% | $4,299-62.2% |
| Participant deferral / active EE | $5,708 | $4,714+21.1% | $4,084+39.8% | $6,507-12.3% |
| Admin fee / account holder | $7,955 | $10,433-23.8% | $8,777-9.4% | $12,624-37.0% |