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 | $108,544 | $101,724+6.7% | $164,813-34.1% | $80,856+34.2% |
| Participation rate | 63.3% | 71.8%-8.5pp | 78.6%-15.3pp | 67.6%-4.3pp |
| Annual return | 13.09% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,465 | $2,953+17.3% | $4,341-20.2% | $2,755+25.8% |
| Participant deferral / active EE | $7,619 | $4,477+70.2% | $6,031+26.3% | $4,296+77.4% |
| Admin fee / account holder | $3,953 | $8,227-51.9% | $12,690-68.8% | $6,918-42.9% |