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 | $175,587 | $112,881+55.5% | $90,951+93.1% | $158,922+10.5% |
| Participation rate | 63.2% | 74.7%-11.6pp | 69.0%-5.9pp | 82.0%-18.8pp |
| Annual return | 14.33% | 215.79%-201.5pp | 134.60%-120.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,163 | $2,893-59.8% | $2,122-45.2% | $4,761-75.6% |
| Participant deferral / active EE | $3,584 | $4,128-13.2% | $3,373+6.2% | $5,982-40.1% |
| Admin fee / account holder | $2,007 | $8,041-75.0% | $5,959-66.3% | $11,246-82.2% |