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 | $144,620 | $117,983+22.6% | $101,794+42.1% | $142,382+1.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 12.62% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,047 | $2,773+9.9% | $2,289+33.1% | $4,299-29.1% |
| Participant deferral / active EE | $4,536 | $4,714-3.8% | $4,084+11.1% | $6,507-30.3% |
| Admin fee / account holder | $7,168 | $10,433-31.3% | $8,777-18.3% | $12,624-43.2% |