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 | $107,362 | $50,972+110.6% | $88,538+21.3% | $72,985+47.1% |
| Participation rate | 62.1% | 63.4%-1.3pp | 68.7%-6.7pp | 69.5%-7.4pp |
| Annual return | 20.16% | 29.62%-9.5pp | 43.64%-23.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,043 | $2,230+36.4% | $2,914+4.4% | $3,607-15.7% |
| Admin fee / account holder | $424 | $3,230-86.9% | $4,310-90.2% | $5,124-91.7% |