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 | $158,751 | $89,753+76.9% | $107,525+47.6% | $84,808+87.2% |
| Participation rate | 41.0% | 68.1%-27.0pp | 75.1%-34.0pp | 68.3%-27.3pp |
| Annual return | 16.12% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,441 | $3,113-53.7% | $3,754-61.6% | $2,631-45.2% |
| Participant deferral / active EE | $4,088 | $4,056+0.8% | $5,116-20.1% | $4,212-2.9% |
| Admin fee / account holder | $33,986 | $7,222+370.6% | $8,919+281.1% | $7,344+362.8% |