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 | $87,936 | $58,512+50.3% | $84,015+4.7% | $72,985+20.5% |
| Participation rate | 54.7% | 61.2%-6.5pp | 69.0%-14.3pp | 69.5%-14.8pp |
| Annual return | 56.81% | 28.93%+27.9pp | 71.31%-14.5pp | 81.00%-24.2pp |
| Employer contribution / active EE | $2,603 | $1,163+123.8% | $1,983+31.2% | $2,440+6.7% |
| Participant deferral / active EE | $4,156 | $2,394+73.6% | $3,239+28.3% | $3,607+15.2% |
| Admin fee / account holder | $868 | $4,569-81.0% | $6,101-85.8% | $5,124-83.1% |