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 | $109,748 | $93,571+17.3% | $135,903-19.2% | $75,163+46.0% |
| Participation rate | 64.7% | 75.2%-10.5pp | 81.9%-17.2pp | 67.2%-2.5pp |
| Annual return | 34.61% | 30.90%+3.7pp | 68.23%-33.6pp | 160.62%-126.0pp |
| Employer contribution / active EE | $1,380 | $3,537-61.0% | $4,856-71.6% | $2,670-48.3% |
| Participant deferral / active EE | $9,686 | $6,404+51.2% | $7,758+24.8% | $4,125+134.8% |
| Admin fee / account holder | $724 | $6,975-89.6% | $10,762-93.3% | $5,651-87.2% |