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 | $134,865 | $89,355+50.9% | $141,162-4.5% | $72,985+84.8% |
| Participation rate | 63.9% | 75.1%-11.2pp | 82.5%-18.6pp | 69.5%-5.6pp |
| Annual return | 28.18% | 111.85%-83.7pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $2,526 | $3,114-18.9% | $4,735-46.6% | $2,440+3.5% |
| Participant deferral / active EE | $6,474 | $5,418+19.5% | $6,709-3.5% | $3,607+79.5% |
| Admin fee / account holder | $1,548 | $5,958-74.0% | $10,261-84.9% | $5,124-69.8% |