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 | $142,100 | $125,758+13.0% | $169,993-16.4% | $75,163+89.1% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.0%-37.0pp | 67.2%-17.2pp |
| Annual return | 15.50% | 27.20%-11.7pp | 53.37%-37.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,840 | $4,615-38.5% | $6,785-58.1% | $2,670+6.4% |
| Participant deferral / active EE | $5,935 | $6,837-13.2% | $10,408-43.0% | $4,125+43.9% |
| Admin fee / account holder | $7,569 | $8,173-7.4% | $12,815-40.9% | $5,651+33.9% |