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 | $121,127 | $98,750+22.7% | $149,696-19.1% | $79,858+51.7% |
| Participation rate | 69.9% | 75.8%-5.9pp | 82.5%-12.6pp | 69.6%+0.2pp |
| Annual return | 18.44% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,347 | $3,216-27.0% | $4,644-49.5% | $2,471-5.0% |
| Participant deferral / active EE | $4,877 | $5,680-14.1% | $6,842-28.7% | $3,740+30.4% |
| Admin fee / account holder | $2,664 | $6,053-56.0% | $9,309-71.4% | $5,306-49.8% |