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 | $163,440 | $101,069+61.7% | $81,478+100.6% | $147,584+10.7% |
| Participation rate | 41.7% | 74.5%-32.8pp | 68.0%-26.3pp | 82.8%-41.2pp |
| Annual return | 14.54% | 32.40%-17.9pp | 38.78%-24.2pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,569 | $3,205-51.1% | $2,568-38.9% | $4,876-67.8% |
| Participant deferral / active EE | $6,298 | $4,242+48.5% | $3,537+78.1% | $5,439+15.8% |
| Admin fee / account holder | $460 | $5,812-92.1% | $4,561-89.9% | $10,885-95.8% |