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 | $110,468 | $65,041+69.8% | $90,951+21.5% | $79,858+38.3% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.0%-11.9pp | 69.6%-12.5pp |
| Annual return | 12.22% | 30.45%-18.2pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,387 | $1,247+11.2% | $2,122-34.6% | $2,471-43.9% |
| Participant deferral / active EE | $3,104 | $2,512+23.6% | $3,373-8.0% | $3,740-17.0% |
| Admin fee / account holder | $496 | $4,536-89.1% | $5,959-91.7% | $5,306-90.7% |