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 | $130,152 | $127,065+2.4% | $113,168+15.0% | $142,382-8.6% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 12.28% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,150 | $3,442-37.5% | $2,975-27.7% | $4,299-50.0% |
| Participant deferral / active EE | $5,238 | $5,716-8.4% | $5,107+2.6% | $6,507-19.5% |
| Admin fee / account holder | $4,097 | $15,736-74.0% | $12,068-66.0% | $12,624-67.5% |