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 | $126,482 | $115,770+9.3% | $101,248+24.9% | $158,922-20.4% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 18.13% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,474 | $4,175-40.7% | $3,660-32.4% | $4,761-48.0% |
| Participant deferral / active EE | $4,085 | $4,957-17.6% | $4,370-6.5% | $5,982-31.7% |
| Admin fee / account holder | $471 | $7,245-93.5% | $5,945-92.1% | $11,246-95.8% |