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 | $73,025 | $70,669+3.3% | $169,368-56.9% | $75,163-2.8% |
| Participation rate | 68.3% | 64.8%+3.5pp | 77.1%-8.9pp | 67.2%+1.1pp |
| Annual return | 20.99% | 36.36%-15.4pp | 405.60%-384.6pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,307 | $2,211+4.4% | $4,013-42.5% | $2,670-13.6% |
| Participant deferral / active EE | $8,653 | $4,311+100.7% | $6,221+39.1% | $4,125+109.8% |
| Admin fee / account holder | $24,814 | $5,402+359.3% | $9,003+175.6% | $5,651+339.1% |