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 | $109,727 | $73,933+48.4% | $96,683+13.5% | $75,163+46.0% |
| Participation rate | 51.5% | 66.4%-14.9pp | 74.3%-22.8pp | 67.2%-15.7pp |
| Annual return | 17.41% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,174 | $2,928-25.7% | $3,737-41.8% | $2,670-18.6% |
| Participant deferral / active EE | $5,766 | $3,659+57.6% | $4,878+18.2% | $4,125+39.8% |
| Admin fee / account holder | $10,356 | $5,216+98.5% | $6,730+53.9% | $5,651+83.3% |