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 | $126,024 | $64,839+94.4% | $95,585+31.8% | $84,808+48.6% |
| Participation rate | 69.4% | 63.8%+5.6pp | 72.1%-2.6pp | 68.3%+1.1pp |
| Annual return | 13.34% | -670.96%+684.3pp | 38.56%-25.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $5,359 | $1,759+204.7% | $2,527+112.1% | $2,631+103.7% |
| Participant deferral / active EE | $10,760 | $2,965+262.9% | $4,023+167.5% | $4,212+155.5% |
| Admin fee / account holder | $18,300 | $5,964+206.8% | $6,127+198.7% | $7,344+149.2% |