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 | $79,260 | $109,359-27.5% | $162,163-51.1% | $72,985+8.6% |
| Participation rate | 67.9% | 84.3%-16.4pp | 87.6%-19.7pp | 69.5%-1.6pp |
| Annual return | 26.92% | 25.46%+1.5pp | 115.59%-88.7pp | 81.00%-54.1pp |
| Employer contribution / active EE | $4,635 | $3,907+18.6% | $5,614-17.4% | $2,440+90.0% |
| Participant deferral / active EE | $7,750 | $5,481+41.4% | $7,298+6.2% | $3,607+114.8% |
| Admin fee / account holder | $9,270 | $7,972+16.3% | $10,843-14.5% | $5,124+80.9% |