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 | $112,014 | $93,170+20.2% | $100,534+11.4% | $84,808+32.1% |
| Participation rate | 55.8% | 75.8%-20.1pp | 80.6%-24.8pp | 68.3%-12.5pp |
| Annual return | 19.23% | 47.13%-27.9pp | 32.66%-13.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,477 | $3,985-37.8% | $4,346-43.0% | $2,631-5.9% |
| Participant deferral / active EE | $4,613 | $5,699-19.0% | $6,144-24.9% | $4,212+9.5% |
| Admin fee / account holder | $11,441 | $7,382+55.0% | $7,654+49.5% | $7,344+55.8% |