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 | $88,201 | $65,561+34.5% | $86,188+2.3% | $75,163+17.3% |
| Participation rate | 64.9% | 60.5%+4.4pp | 69.0%-4.1pp | 67.2%-2.3pp |
| Annual return | 16.04% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,807 | $1,553+16.4% | $2,380-24.1% | $2,670-32.3% |
| Participant deferral / active EE | $4,128 | $3,024+36.5% | $3,985+3.6% | $4,125+0.1% |
| Admin fee / account holder | $2,518 | $5,474-54.0% | $6,852-63.2% | $5,651-55.4% |