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 | $128,509 | $99,985+28.5% | $146,665-12.4% | $85,850+49.7% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 19.02% | 18.93%+0.1pp | 22.74%-3.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,343 | $2,559-47.5% | $4,136-67.5% | $2,565-47.7% |
| Participant deferral / active EE | $3,083 | $4,006-23.0% | $5,506-44.0% | $3,952-22.0% |
| Admin fee / account holder | $2,893 | $7,702-62.4% | $10,280-71.9% | $6,260-53.8% |