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 | $154,307 | $127,264+21.2% | $109,895+40.4% | $167,490-7.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 9.79% | 22.97%-13.2pp | 29.45%-19.7pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,610 | $3,322-51.5% | $2,842-43.4% | $4,837-66.7% |
| Participant deferral / active EE | $2,697 | $4,514-40.3% | $4,048-33.4% | $6,341-57.5% |
| Admin fee / account holder | $1,341 | $7,114-81.1% | $6,066-77.9% | $12,309-89.1% |