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 | $116,447 | $69,515+67.5% | $86,874+34.0% | $85,850+35.6% |
| Participation rate | 69.2% | 66.3%+2.9pp | 71.6%-2.4pp | 69.3%-0.1pp |
| Annual return | 32.92% | 20.12%+12.8pp | 63.52%-30.6pp | 318.53%-285.6pp |
| Employer contribution / active EE | $854 | $1,880-54.6% | $2,495-65.8% | $2,565-66.7% |
| Participant deferral / active EE | $2,852 | $2,919-2.3% | $3,699-22.9% | $3,952-27.8% |
| Admin fee / account holder | $7,728 | $5,972+29.4% | $5,828+32.6% | $6,260+23.5% |