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 | $95,751 | $89,753+6.7% | $107,525-11.0% | $84,808+12.9% |
| Participation rate | 69.0% | 68.1%+0.9pp | 75.1%-6.1pp | 68.3%+0.7pp |
| Annual return | 15.66% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,528 | $3,113-18.8% | $3,754-32.7% | $2,631-3.9% |
| Participant deferral / active EE | $6,182 | $4,056+52.4% | $5,116+20.8% | $4,212+46.8% |
| Admin fee / account holder | $5,776 | $7,222-20.0% | $8,919-35.2% | $7,344-21.3% |