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 | $165,057 | $74,888+120.4% | $71,209+131.8% | $142,382+15.9% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.1%-23.9pp |
| Annual return | 18.34% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,349 | $2,854-17.7% | $2,721-13.7% | $4,299-45.4% |
| Participant deferral / active EE | $5,394 | $4,454+21.1% | $4,175+29.2% | $6,507-17.1% |
| Admin fee / account holder | $5,623 | $5,568+1.0% | $5,349+5.1% | $12,624-55.5% |