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 | $133,870 | $103,376+29.5% | $87,100+53.7% | $152,861-12.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 26.54% | 28.10%-1.6pp | 28.19%-1.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,181 | $3,220-63.3% | $2,521-53.2% | $4,762-75.2% |
| Participant deferral / active EE | $4,238 | $4,778-11.3% | $4,049+4.7% | $5,850-27.6% |
| Admin fee / account holder | $1,970 | $12,205-83.9% | $7,497-73.7% | $11,596-83.0% |