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 | $115,232 | $112,881+2.1% | $90,951+26.7% | $158,922-27.5% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 22.00% | 215.79%-193.8pp | 134.60%-112.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,111 | $2,893-27.0% | $2,122-0.5% | $4,761-55.7% |
| Participant deferral / active EE | $3,810 | $4,128-7.7% | $3,373+13.0% | $5,982-36.3% |
| Admin fee / account holder | $1,601 | $8,041-80.1% | $5,959-73.1% | $11,246-85.8% |