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 | $181,146 | $179,726+0.8% | $156,263+15.9% | $142,382+27.2% |
| Participation rate | 58.8% | 82.1%-23.2pp | 78.9%-20.1pp | 80.1%-21.3pp |
| Annual return | 16.94% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,279 | $5,069-35.3% | $4,333-24.3% | $4,299-23.7% |
| Participant deferral / active EE | $7,534 | $6,956+8.3% | $6,158+22.3% | $6,507+15.8% |
| Admin fee / account holder | $5,852 | $17,272-66.1% | $14,255-58.9% | $12,624-53.6% |