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 | $114,457 | $91,552+25.0% | $133,956-14.6% | $79,858+43.3% |
| Participation rate | 64.4% | 73.3%-8.9pp | 79.8%-15.4pp | 69.6%-5.2pp |
| Annual return | 10.58% | 61.85%-51.3pp | 45.09%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,454 | $2,384-39.0% | $3,919-62.9% | $2,471-41.2% |
| Participant deferral / active EE | $2,952 | $3,733-20.9% | $5,048-41.5% | $3,740-21.1% |
| Admin fee / account holder | $12,154 | $6,321+92.3% | $8,927+36.2% | $5,306+129.1% |