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 | $117,197 | $85,022+37.8% | $70,515+66.2% | $139,434-15.9% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 25.20% | 30.38%-5.2pp | 32.77%-7.6pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,816 | $3,909-28.0% | $2,973-5.3% | $4,751-40.7% |
| Participant deferral / active EE | $6,331 | $5,890+7.5% | $4,567+38.6% | $6,710-5.7% |
| Admin fee / account holder | $6,324 | $8,906-29.0% | $6,412-1.4% | $11,403-44.5% |