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 | $140,429 | $117,983+19.0% | $101,794+38.0% | $142,382-1.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 16.12% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,906 | $2,773-31.3% | $2,289-16.7% | $4,299-55.7% |
| Participant deferral / active EE | $7,279 | $4,714+54.4% | $4,084+78.2% | $6,507+11.9% |
| Admin fee / account holder | $923 | $10,433-91.2% | $8,777-89.5% | $12,624-92.7% |