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 | $120,034 | $81,460+47.4% | $103,333+16.2% | $80,856+48.5% |
| Participation rate | 58.4% | 66.8%-8.4pp | 74.5%-16.1pp | 67.6%-9.2pp |
| Annual return | 10.51% | 25.55%-15.0pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,510 | $3,105-19.2% | $3,868-35.1% | $2,755-8.9% |
| Participant deferral / active EE | $5,224 | $3,869+35.0% | $5,057+3.3% | $4,296+21.6% |
| Admin fee / account holder | $14,441 | $6,566+119.9% | $8,355+72.8% | $6,918+108.7% |