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 | $151,852 | $89,753+69.2% | $107,525+41.2% | $84,808+79.1% |
| Participation rate | 63.4% | 68.1%-4.6pp | 75.1%-11.7pp | 68.3%-4.9pp |
| Annual return | 38.70% | 29.48%+9.2pp | 181.32%-142.6pp | 40.90%-2.2pp |
| Employer contribution / active EE | $2,549 | $3,113-18.1% | $3,754-32.1% | $2,631-3.1% |
| Participant deferral / active EE | $5,162 | $4,056+27.3% | $5,116+0.9% | $4,212+22.6% |
| Admin fee / account holder | $12,446 | $7,222+72.3% | $8,919+39.5% | $7,344+69.5% |