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 | $118,815 | $70,669+68.1% | $169,368-29.8% | $75,163+58.1% |
| Participation rate | 69.2% | 64.8%+4.4pp | 77.1%-7.9pp | 67.2%+2.0pp |
| Annual return | 16.35% | 36.36%-20.0pp | 405.60%-389.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $4,134 | $2,211+87.0% | $4,013+3.0% | $2,670+54.8% |
| Participant deferral / active EE | $8,283 | $4,311+92.1% | $6,221+33.1% | $4,125+100.8% |
| Admin fee / account holder | $9,026 | $5,402+67.1% | $9,003+0.2% | $5,651+59.7% |