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 8-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 | $84,054 | $53,516+57.1% | $126,539-33.6% | $84,808-0.9% |
| Participation rate | 67.7% | 58.2%+9.5pp | 69.8%-2.1pp | 68.3%-0.6pp |
| Annual return | 19.03% | 58.34%-39.3pp | 425.95%-406.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,309 | $1,535+50.4% | $3,674-37.2% | $2,631-12.2% |
| Participant deferral / active EE | $5,512 | $2,671+106.4% | $4,083+35.0% | $4,212+30.9% |
| Admin fee / account holder | $1,021 | $4,497-77.3% | $6,065-83.2% | $7,344-86.1% |