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 | $85,681 | $72,277+18.5% | $101,248-15.4% | $79,858+7.3% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 14.66% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,022 | $2,692-24.9% | $3,660-44.8% | $2,471-18.2% |
| Participant deferral / active EE | $4,142 | $3,282+26.2% | $4,370-5.2% | $3,740+10.8% |
| Admin fee / account holder | $965 | $4,400-78.1% | $5,945-83.8% | $5,306-81.8% |