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 | $175,269 | $87,733+99.8% | $106,548+64.5% | $85,850+104.2% |
| Participation rate | 40.4% | 71.9%-31.5pp | 76.1%-35.7pp | 69.3%-28.9pp |
| Annual return | 12.54% | 21.86%-9.3pp | 26.80%-14.3pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,095 | $2,073-47.2% | $2,819-61.1% | $2,565-57.3% |
| Participant deferral / active EE | $2,704 | $3,469-22.1% | $4,398-38.5% | $3,952-31.6% |
| Admin fee / account holder | $1,045 | $6,767-84.6% | $7,407-85.9% | $6,260-83.3% |