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 | $115,931 | $89,753+29.2% | $107,525+7.8% | $84,808+36.7% |
| Participation rate | 37.7% | 68.1%-30.3pp | 75.1%-37.3pp | 68.3%-30.6pp |
| Annual return | 14.35% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,170 | $3,113-62.4% | $3,754-68.8% | $2,631-55.5% |
| Participant deferral / active EE | $1,729 | $4,056-57.4% | $5,116-66.2% | $4,212-58.9% |
| Admin fee / account holder | $2,127 | $7,222-70.6% | $8,919-76.2% | $7,344-71.0% |