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 | $173,446 | $102,966+68.4% | $90,281+92.1% | $152,861+13.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 19.99% | 95.16%-75.2pp | 78.10%-58.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,976 | $3,139-37.0% | $2,854-30.8% | $4,762-58.5% |
| Participant deferral / active EE | $7,280 | $4,281+70.0% | $3,885+87.4% | $5,850+24.4% |
| Admin fee / account holder | $5,784 | $6,171-6.3% | $5,351+8.1% | $11,596-50.1% |