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 | $108,066 | $109,413-1.2% | $156,263-30.8% | $84,808+27.4% |
| Participation rate | 63.3% | 72.7%-9.4pp | 78.9%-15.6pp | 68.3%-5.0pp |
| Annual return | 23.21% | 20.18%+3.0pp | 59.47%-36.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $2,406 | $2,907-17.2% | $4,333-44.5% | $2,631-8.5% |
| Participant deferral / active EE | $2,649 | $4,590-42.3% | $6,158-57.0% | $4,212-37.1% |
| Admin fee / account holder | $4,657 | $9,357-50.2% | $14,255-67.3% | $7,344-36.6% |