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 | $119,260 | $96,484+23.6% | $75,886+57.2% | $152,861-22.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 28.39% | 33.98%-5.6pp | 30.76%-2.4pp | 345.32%-316.9pp |
| Employer contribution / active EE | $4,274 | $3,309+29.1% | $2,500+70.9% | $4,762-10.3% |
| Participant deferral / active EE | $8,841 | $4,553+94.2% | $3,603+145.4% | $5,850+51.1% |
| Admin fee / account holder | $1,631 | $8,078-79.8% | $5,418-69.9% | $11,596-85.9% |