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 | $149,916 | $95,266+57.4% | $82,389+82.0% | $142,382+5.3% |
| Participation rate | 68.2% | 74.5%-6.3pp | 69.5%-1.4pp | 80.1%-11.9pp |
| Annual return | 13.62% | 25.74%-12.1pp | 28.67%-15.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,407 | $2,991-53.0% | $2,517-44.1% | $4,299-67.3% |
| Participant deferral / active EE | $5,169 | $4,809+7.5% | $4,155+24.4% | $6,507-20.6% |
| Admin fee / account holder | $6,425 | $8,563-25.0% | $7,231-11.1% | $12,624-49.1% |