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 | $110,604 | $89,753+23.2% | $107,525+2.9% | $84,808+30.4% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 18.61% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,180 | $3,113-62.1% | $3,754-68.6% | $2,631-55.1% |
| Participant deferral / active EE | $4,808 | $4,056+18.5% | $5,116-6.0% | $4,212+14.2% |
| Admin fee / account holder | $16,379 | $7,222+126.8% | $8,919+83.7% | $7,344+123.0% |