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 | $120,643 | $65,041+85.5% | $90,951+32.6% | $79,858+51.1% |
| Participation rate | 65.5% | 61.6%+3.9pp | 69.0%-3.5pp | 69.6%-4.1pp |
| Annual return | 13.98% | 30.45%-16.5pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,330 | $1,247+6.7% | $2,122-37.3% | $2,471-46.2% |
| Participant deferral / active EE | $2,660 | $2,512+5.9% | $3,373-21.1% | $3,740-28.9% |
| Admin fee / account holder | $3,151 | $4,536-30.5% | $5,959-47.1% | $5,306-40.6% |