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 | $102,017 | $53,516+90.6% | $126,539-19.4% | $84,808+20.3% |
| Participation rate | 68.4% | 58.2%+10.2pp | 69.8%-1.4pp | 68.3%+0.1pp |
| Annual return | 16.43% | 58.34%-41.9pp | 425.95%-409.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,478 | $1,535+61.5% | $3,674-32.5% | $2,631-5.8% |
| Participant deferral / active EE | $6,225 | $2,671+133.1% | $4,083+52.5% | $4,212+47.8% |
| Admin fee / account holder | $6,976 | $4,497+55.1% | $6,065+15.0% | $7,344-5.0% |