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 | $126,523 | $96,484+31.1% | $156,263-19.0% | $74,304+70.3% |
| Participation rate | 43.3% | 67.7%-24.4pp | 78.9%-35.6pp | 60.3%-17.1pp |
| Annual return | 20.62% | 17.73%+2.9pp | 59.47%-38.8pp | 29.43%-8.8pp |
| Employer contribution / active EE | $2,431 | $2,528-3.8% | $4,333-43.9% | $2,241+8.5% |
| Participant deferral / active EE | $4,983 | $4,286+16.3% | $6,158-19.1% | $3,767+32.3% |
| Admin fee / account holder | $6,703 | $3,728+79.8% | $14,255-53.0% | $2,969+125.8% |