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 | $105,399 | $89,753+17.4% | $107,525-2.0% | $84,808+24.3% |
| Participation rate | 62.9% | 68.1%-5.2pp | 75.1%-12.2pp | 68.3%-5.5pp |
| Annual return | 13.85% | 29.48%-15.6pp | 181.32%-167.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,915 | $3,113-38.5% | $3,754-49.0% | $2,631-27.2% |
| Participant deferral / active EE | $3,897 | $4,056-3.9% | $5,116-23.8% | $4,212-7.5% |
| Admin fee / account holder | $18,787 | $7,222+160.1% | $8,919+110.6% | $7,344+155.8% |