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 | $138,002 | $56,114+145.9% | $96,139+43.5% | $85,850+60.7% |
| Participation rate | 31.1% | 56.7%-25.6pp | 68.4%-37.3pp | 69.3%-38.2pp |
| Annual return | 13.49% | 42.30%-28.8pp | 191.94%-178.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,311 | $1,620-19.1% | $2,797-53.1% | $2,565-48.9% |
| Participant deferral / active EE | $2,122 | $2,859-25.8% | $4,349-51.2% | $3,952-46.3% |
| Admin fee / account holder | $2,338 | $3,768-38.0% | $5,537-57.8% | $6,260-62.6% |