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 | $97,295 | $64,839+50.1% | $95,585+1.8% | $84,808+14.7% |
| Participation rate | 57.4% | 63.8%-6.4pp | 72.1%-14.7pp | 68.3%-10.9pp |
| Annual return | 40.31% | -670.96%+711.3pp | 38.56%+1.8pp | 40.90%-0.6pp |
| Employer contribution / active EE | $2,229 | $1,759+26.7% | $2,527-11.8% | $2,631-15.3% |
| Participant deferral / active EE | $3,847 | $2,965+29.8% | $4,023-4.4% | $4,212-8.7% |
| Admin fee / account holder | $520 | $5,964-91.3% | $6,127-91.5% | $7,344-92.9% |