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 | $98,871 | $65,041+52.0% | $90,951+8.7% | $79,858+23.8% |
| Participation rate | 65.6% | 61.6%+4.0pp | 69.0%-3.4pp | 69.6%-4.0pp |
| Annual return | 13.42% | 30.45%-17.0pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,601 | $1,247+28.3% | $2,122-24.6% | $2,471-35.2% |
| Participant deferral / active EE | $4,053 | $2,512+61.3% | $3,373+20.2% | $3,740+8.4% |
| Admin fee / account holder | $16,888 | $4,536+272.3% | $5,959+183.4% | $5,306+218.3% |