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 | $180,416 | $89,753+101.0% | $107,525+67.8% | $84,808+112.7% |
| Participation rate | 36.8% | 68.1%-31.2pp | 75.1%-38.2pp | 68.3%-31.5pp |
| Annual return | 19.53% | 29.48%-9.9pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,565 | $3,113-49.7% | $3,754-58.3% | $2,631-40.5% |
| Participant deferral / active EE | $3,460 | $4,056-14.7% | $5,116-32.4% | $4,212-17.8% |
| Admin fee / account holder | $539 | $7,222-92.5% | $8,919-94.0% | $7,344-92.7% |