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 | $30,586 | $61,605-50.4% | $112,229-72.7% | $75,163-59.3% |
| Participation rate | 68.1% | 61.7%+6.4pp | 72.4%-4.3pp | 67.2%+0.9pp |
| Annual return | 24.04% | 28.47%-4.4pp | 30.20%-6.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $2,200 | $2,015+9.1% | $3,430-35.9% | $2,670-17.6% |
| Participant deferral / active EE | $4,310 | $3,108+38.7% | $4,798-10.2% | $4,125+4.5% |
| Admin fee / account holder | $1,098 | $4,862-77.4% | $7,748-85.8% | $5,651-80.6% |