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 | $92,005 | $48,795+88.6% | $65,493+40.5% | $84,808+8.5% |
| Participation rate | 57.1% | 67.0%-9.8pp | 73.1%-16.0pp | 68.3%-11.2pp |
| Annual return | 11.73% | 20.20%-8.5pp | 982.45%-970.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,105 | $1,930+9.1% | $2,574-18.2% | $2,631-20.0% |
| Participant deferral / active EE | $3,694 | $2,928+26.2% | $3,961-6.7% | $4,212-12.3% |
| Admin fee / account holder | $11,316 | $3,877+191.9% | $5,028+125.0% | $7,344+54.1% |