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 | $148,208 | $64,324+130.4% | $118,925+24.6% | $79,858+85.6% |
| Participation rate | 67.7% | 64.9%+2.9pp | 75.4%-7.6pp | 69.6%-1.9pp |
| Annual return | 18.00% | 86.45%-68.4pp | 35.88%-17.9pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,623 | $1,836+42.8% | $3,263-19.6% | $2,471+6.2% |
| Participant deferral / active EE | $5,466 | $2,824+93.6% | $4,265+28.2% | $3,740+46.2% |
| Admin fee / account holder | $4,994 | $4,040+23.6% | $6,581-24.1% | $5,306-5.9% |