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 | $148,791 | $91,538+62.5% | $129,995+14.5% | $75,163+98.0% |
| Participation rate | 61.3% | 71.4%-10.1pp | 78.5%-17.2pp | 67.2%-5.9pp |
| Annual return | 16.05% | -631.11%+647.2pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,019 | $2,845-29.0% | $4,320-53.3% | $2,670-24.4% |
| Participant deferral / active EE | $6,210 | $4,341+43.1% | $5,820+6.7% | $4,125+50.5% |
| Admin fee / account holder | $2,637 | $6,790-61.2% | $10,614-75.2% | $5,651-53.3% |