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 | $129,773 | $106,515+21.8% | $96,683+34.2% | $139,434-6.9% |
| Participation rate | 69.6% | 77.8%-8.3pp | 74.3%-4.8pp | 80.3%-10.8pp |
| Annual return | 16.81% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,016 | $4,103-50.9% | $3,737-46.0% | $4,751-57.6% |
| Participant deferral / active EE | $5,534 | $5,454+1.5% | $4,878+13.4% | $6,710-17.5% |
| Admin fee / account holder | $7,512 | $7,877-4.6% | $6,730+11.6% | $11,403-34.1% |