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 | $127,654 | $53,516+138.5% | $126,539+0.9% | $84,808+50.5% |
| Participation rate | 18.5% | 58.2%-39.7pp | 69.8%-51.3pp | 68.3%-49.8pp |
| Annual return | 17.67% | 58.34%-40.7pp | 425.95%-408.3pp | 40.90%-23.2pp |
| Employer contribution / active EE | $721 | $1,535-53.0% | $3,674-80.4% | $2,631-72.6% |
| Participant deferral / active EE | $1,075 | $2,671-59.7% | $4,083-73.7% | $4,212-74.5% |
| Admin fee / account holder | $7,468 | $4,497+66.1% | $6,065+23.1% | $7,344+1.7% |