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 | $104,107 | $84,233+23.6% | $170,442-38.9% | $70,131+48.4% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 18.39% | 23.06%-4.7pp | 205.93%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,846 | $3,387-45.5% | $5,433-66.0% | $2,342-21.2% |
| Participant deferral / active EE | $3,902 | $3,086+26.5% | $4,939-21.0% | $3,332+17.1% |
| Admin fee / account holder | $13,850 | $5,698+143.1% | $13,880-0.2% | $4,645+198.1% |