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 | $127,554 | $72,012+77.1% | $185,823-31.4% | $79,858+59.7% |
| Participation rate | 55.9% | 65.8%-9.9pp | 78.0%-22.1pp | 69.6%-13.8pp |
| Annual return | 14.99% | 23.12%-8.1pp | 35.95%-21.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,073 | $1,965+5.5% | $4,087-49.3% | $2,471-16.1% |
| Participant deferral / active EE | $4,321 | $3,779+14.3% | $5,632-23.3% | $3,740+15.5% |
| Admin fee / account holder | $482 | $4,513-89.3% | $9,500-94.9% | $5,306-90.9% |