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 | $88,196 | $70,669+24.8% | $169,368-47.9% | $75,163+17.3% |
| Participation rate | 67.6% | 64.8%+2.9pp | 77.1%-9.5pp | 67.2%+0.5pp |
| Annual return | 20.73% | 36.36%-15.6pp | 405.60%-384.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,389 | $2,211+53.3% | $4,013-15.5% | $2,670+27.0% |
| Participant deferral / active EE | $6,933 | $4,311+60.8% | $6,221+11.4% | $4,125+68.1% |
| Admin fee / account holder | $2,024 | $5,402-62.5% | $9,003-77.5% | $5,651-64.2% |