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 | $84,363 | $65,365+29.1% | $92,893-9.2% | $72,985+15.6% |
| Participation rate | 51.7% | 68.3%-16.6pp | 76.0%-24.3pp | 69.5%-17.8pp |
| Annual return | 35.22% | 42.10%-6.9pp | 109.41%-74.2pp | 81.00%-45.8pp |
| Employer contribution / active EE | $2,127 | $2,594-18.0% | $3,653-41.8% | $2,440-12.8% |
| Participant deferral / active EE | $5,618 | $3,128+79.6% | $4,236+32.6% | $3,607+55.7% |
| Admin fee / account holder | $1,238 | $4,251-70.9% | $5,794-78.6% | $5,124-75.8% |