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 | $97,733 | $85,766+14.0% | $136,294-28.3% | $70,131+39.4% |
| Participation rate | 69.0% | 74.2%-5.2pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 33.90% | 31.45%+2.4pp | 5155.94%-5122.0pp | 73.14%-39.2pp |
| Employer contribution / active EE | $2,731 | $2,966-7.9% | $4,695-41.8% | $2,342+16.6% |
| Participant deferral / active EE | $7,057 | $5,051+39.7% | $6,247+13.0% | $3,332+111.8% |
| Admin fee / account holder | $26,694 | $5,420+392.5% | $9,243+188.8% | $4,645+474.6% |