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 | $107,868 | $89,753+20.2% | $107,525+0.3% | $84,808+27.2% |
| Participation rate | 58.9% | 68.1%-9.1pp | 75.1%-16.1pp | 68.3%-9.4pp |
| Annual return | 16.09% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,431 | $3,113+10.2% | $3,754-8.6% | $2,631+30.4% |
| Participant deferral / active EE | $4,841 | $4,056+19.3% | $5,116-5.4% | $4,212+14.9% |
| Admin fee / account holder | $9,985 | $7,222+38.3% | $8,919+12.0% | $7,344+36.0% |