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 | $104,392 | $71,050+46.9% | $93,606+11.5% | $80,856+29.1% |
| Participation rate | 62.1% | 60.4%+1.7pp | 68.7%-6.7pp | 67.6%-5.6pp |
| Annual return | 14.54% | 11.26%+3.3pp | 133.20%-118.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,740 | $1,564+139.2% | $2,420+54.6% | $2,755+35.8% |
| Participant deferral / active EE | $5,034 | $4,034+24.8% | $4,411+14.1% | $4,296+17.2% |
| Admin fee / account holder | $4,403 | $6,945-36.6% | $8,285-46.9% | $6,918-36.4% |