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 | $79,409 | $48,230+64.6% | $67,502+17.6% | $80,856-1.8% |
| Participation rate | 65.6% | 66.4%-0.7pp | 72.9%-7.2pp | 67.6%-2.0pp |
| Annual return | 20.15% | 18.28%+1.9pp | 3512.12%-3492.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,988 | $2,020-1.6% | $2,731-27.2% | $2,755-27.8% |
| Participant deferral / active EE | $6,472 | $2,924+121.4% | $4,000+61.8% | $4,296+50.7% |
| Admin fee / account holder | $4,407 | $3,681+19.7% | $3,998+10.2% | $6,918-36.3% |