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 | $83,048 | $78,705+5.5% | $117,854-29.5% | $70,131+18.4% |
| Participation rate | 69.7% | 73.2%-3.5pp | 79.7%-10.0pp | 69.5%+0.2pp |
| Annual return | 20.66% | 23.30%-2.6pp | 335.08%-314.4pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,234 | $2,223+0.5% | $3,786-41.0% | $2,342-4.6% |
| Participant deferral / active EE | $5,011 | $3,297+52.0% | $4,482+11.8% | $3,332+50.4% |
| Admin fee / account holder | $892 | $5,065-82.4% | $8,020-88.9% | $4,645-80.8% |