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 8-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 | $103,616 | $77,503+33.7% | $100,391+3.2% | $80,856+28.1% |
| Participation rate | 20.0% | 76.9%-56.9pp | 81.5%-61.5pp | 67.6%-47.6pp |
| Annual return | 18.43% | 37.20%-18.8pp | 49.20%-30.8pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,793 | $2,801-0.3% | $3,942-29.1% | $2,755+1.4% |
| Participant deferral / active EE | $4,026 | $6,820-41.0% | $8,082-50.2% | $4,296-6.3% |
| Admin fee / account holder | $10,555 | $5,897+79.0% | $7,899+33.6% | $6,918+52.6% |