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 | $105,005 | $71,050+47.8% | $93,606+12.2% | $80,856+29.9% |
| Participation rate | 59.3% | 60.4%-1.1pp | 68.7%-9.5pp | 67.6%-8.4pp |
| Annual return | 10.19% | 11.26%-1.1pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,302 | $1,564+47.2% | $2,420-4.9% | $2,755-16.4% |
| Participant deferral / active EE | $5,457 | $4,034+35.3% | $4,411+23.7% | $4,296+27.0% |
| Admin fee / account holder | $3,998 | $6,945-42.4% | $8,285-51.7% | $6,918-42.2% |