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 | $155,789 | $77,899+100.0% | $149,673+4.1% | $75,163+107.3% |
| Participation rate | 68.0% | 65.6%+2.4pp | 78.8%-10.8pp | 67.2%+0.8pp |
| Annual return | 19.02% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,237 | $3,137-28.7% | $4,818-53.6% | $2,670-16.2% |
| Participant deferral / active EE | $6,222 | $3,411+82.4% | $5,680+9.5% | $4,125+50.8% |
| Admin fee / account holder | $1,378 | $5,956-76.9% | $13,210-89.6% | $5,651-75.6% |