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 | $112,844 | $71,050+58.8% | $93,606+20.6% | $80,856+39.6% |
| Participation rate | 63.2% | 60.4%+2.8pp | 68.7%-5.6pp | 67.6%-4.5pp |
| Annual return | 11.09% | 11.26%-0.2pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,796 | $1,564+14.9% | $2,420-25.8% | $2,755-34.8% |
| Participant deferral / active EE | $5,142 | $4,034+27.5% | $4,411+16.6% | $4,296+19.7% |
| Admin fee / account holder | $6,996 | $6,945+0.7% | $8,285-15.6% | $6,918+1.1% |