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 | $155,192 | $89,753+72.9% | $107,525+44.3% | $84,808+83.0% |
| Participation rate | 68.6% | 68.1%+0.5pp | 75.1%-6.5pp | 68.3%+0.3pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,368 | $3,113-23.9% | $3,754-36.9% | $2,631-10.0% |
| Participant deferral / active EE | $6,701 | $4,056+65.2% | $5,116+31.0% | $4,212+59.1% |
| Admin fee / account holder | $1,623 | $7,222-77.5% | $8,919-81.8% | $7,344-77.9% |