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 | $105,221 | $101,724+3.4% | $164,813-36.2% | $80,856+30.1% |
| Participation rate | 69.1% | 71.8%-2.7pp | 78.6%-9.5pp | 67.6%+1.5pp |
| Annual return | 15.44% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,063 | $2,953-30.1% | $4,341-52.5% | $2,755-25.1% |
| Participant deferral / active EE | $3,281 | $4,477-26.7% | $6,031-45.6% | $4,296-23.6% |
| Admin fee / account holder | $9,107 | $8,227+10.7% | $12,690-28.2% | $6,918+31.6% |