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 | $152,581 | $106,515+43.2% | $96,683+57.8% | $139,434+9.4% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.3%-11.2pp | 80.3%-17.2pp |
| Annual return | 17.57% | 38.43%-20.9pp | 35.69%-18.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,154 | $4,103-47.5% | $3,737-42.4% | $4,751-54.7% |
| Participant deferral / active EE | $3,890 | $5,454-28.7% | $4,878-20.3% | $6,710-42.0% |
| Admin fee / account holder | $883 | $7,877-88.8% | $6,730-86.9% | $11,403-92.3% |