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 | $101,237 | $94,625+7.0% | $116,228-12.9% | $84,808+19.4% |
| Participation rate | 69.8% | 70.4%-0.7pp | 74.6%-4.8pp | 68.3%+1.5pp |
| Annual return | 13.53% | 20.40%-6.9pp | 90.06%-76.5pp | 40.90%-27.4pp |
| Employer contribution / active EE | $13,282 | $2,347+466.0% | $2,994+343.6% | $2,631+404.8% |
| Participant deferral / active EE | $2,779 | $3,972-30.0% | $4,953-43.9% | $4,212-34.0% |
| Admin fee / account holder | $6,932 | $10,091-31.3% | $11,989-42.2% | $7,344-5.6% |