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 | $98,858 | $61,774+60.0% | $97,226+1.7% | $80,856+22.3% |
| Participation rate | 62.3% | 63.5%-1.2pp | 72.7%-10.4pp | 67.6%-5.4pp |
| Annual return | 15.53% | -557.90%+573.4pp | 75.13%-59.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,127 | $1,837+15.8% | $2,729-22.1% | $2,755-22.8% |
| Participant deferral / active EE | $4,585 | $3,029+51.4% | $4,264+7.5% | $4,296+6.7% |
| Admin fee / account holder | $4,200 | $5,166-18.7% | $5,654-25.7% | $6,918-39.3% |