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 | $114,442 | $64,839+76.5% | $95,585+19.7% | $84,808+34.9% |
| Participation rate | 53.8% | 63.8%-10.0pp | 72.1%-18.2pp | 68.3%-14.5pp |
| Annual return | 18.03% | -670.96%+689.0pp | 38.56%-20.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,216 | $1,759+26.0% | $2,527-12.3% | $2,631-15.8% |
| Participant deferral / active EE | $4,219 | $2,965+42.3% | $4,023+4.9% | $4,212+0.2% |
| Admin fee / account holder | $3,063 | $5,964-48.7% | $6,127-50.0% | $7,344-58.3% |