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 | $177,786 | $121,625+46.2% | $104,607+70.0% | $158,922+11.9% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 12.74% | 465.26%-452.5pp | 340.46%-327.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,026 | $3,163-67.6% | $2,681-61.7% | $4,761-78.5% |
| Participant deferral / active EE | $3,669 | $4,177-12.2% | $3,740-1.9% | $5,982-38.7% |
| Admin fee / account holder | $677 | $7,787-91.3% | $6,473-89.5% | $11,246-94.0% |