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 | $107,257 | $78,672+36.3% | $109,143-1.7% | $85,850+24.9% |
| Participation rate | 34.6% | 68.3%-33.7pp | 75.9%-41.3pp | 69.3%-34.7pp |
| Annual return | 15.36% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,604 | $2,735-41.4% | $3,722-56.9% | $2,565-37.5% |
| Participant deferral / active EE | $4,962 | $3,467+43.1% | $4,653+6.6% | $3,952+25.6% |
| Admin fee / account holder | $10,000 | $5,469+82.8% | $6,752+48.1% | $6,260+59.7% |