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 | $146,670 | $140,940+4.1% | $112,229+30.7% | $139,434+5.2% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 18.63% | 32.71%-14.1pp | 30.20%-11.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,102 | $4,283-4.2% | $3,430+19.6% | $4,751-13.7% |
| Participant deferral / active EE | $9,195 | $5,874+56.5% | $4,798+91.7% | $6,710+37.0% |
| Admin fee / account holder | $7,550 | $9,954-24.2% | $7,748-2.6% | $11,403-33.8% |