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 | $112,490 | $108,172+4.0% | $77,482+45.2% | $158,922-29.2% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 16.73% | 31.67%-14.9pp | 54.79%-38.1pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,080 | $1,325-18.5% | $986+9.5% | $4,761-77.3% |
| Participant deferral / active EE | $6,520 | $2,456+165.5% | $1,861+250.3% | $5,982+9.0% |
| Admin fee / account holder | $379 | $3,708-89.8% | $2,858-86.7% | $11,246-96.6% |