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 | $125,128 | $117,983+6.1% | $101,794+22.9% | $142,382-12.1% |
| Participation rate | 30.8% | 74.2%-43.5pp | 69.2%-38.4pp | 80.1%-49.4pp |
| Annual return | 13.56% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,596 | $2,773-6.4% | $2,289+13.4% | $4,299-39.6% |
| Participant deferral / active EE | $4,851 | $4,714+2.9% | $4,084+18.8% | $6,507-25.5% |
| Admin fee / account holder | $15,478 | $10,433+48.4% | $8,777+76.4% | $12,624+22.6% |