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 | $92,060 | $54,705+68.3% | $71,209+29.3% | $84,808+8.6% |
| Participation rate | 58.7% | 64.1%-5.4pp | 73.8%-15.1pp | 68.3%-9.6pp |
| Annual return | 14.08% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,874 | $2,158+79.5% | $2,721+42.4% | $2,631+47.3% |
| Participant deferral / active EE | $4,247 | $3,030+40.1% | $4,175+1.7% | $4,212+0.8% |
| Admin fee / account holder | $3,733 | $4,863-23.2% | $5,349-30.2% | $7,344-49.2% |