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 | $138,565 | $77,899+77.9% | $149,673-7.4% | $75,163+84.4% |
| Participation rate | 60.8% | 65.6%-4.8pp | 78.8%-18.0pp | 67.2%-6.4pp |
| Annual return | 13.46% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,064 | $3,137-2.3% | $4,818-36.4% | $2,670+14.8% |
| Participant deferral / active EE | $5,880 | $3,411+72.4% | $5,680+3.5% | $4,125+42.5% |
| Admin fee / account holder | $4,802 | $5,956-19.4% | $13,210-63.6% | $5,651-15.0% |