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 | $109,685 | $61,774+77.6% | $97,226+12.8% | $80,856+35.7% |
| Participation rate | 68.0% | 63.5%+4.5pp | 72.7%-4.7pp | 67.6%+0.4pp |
| Annual return | 10.69% | -557.90%+568.6pp | 75.13%-64.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,737 | $1,837+49.0% | $2,729+0.3% | $2,755-0.7% |
| Participant deferral / active EE | $4,473 | $3,029+47.7% | $4,264+4.9% | $4,296+4.1% |
| Admin fee / account holder | $5,298 | $5,166+2.5% | $5,654-6.3% | $6,918-23.4% |