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 | $180,818 | $53,516+237.9% | $126,539+42.9% | $84,808+113.2% |
| Participation rate | 55.2% | 58.2%-3.1pp | 69.8%-14.6pp | 68.3%-13.1pp |
| Annual return | 19.39% | 58.34%-38.9pp | 425.95%-406.6pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,627 | $1,535+6.0% | $3,674-55.7% | $2,631-38.2% |
| Participant deferral / active EE | $3,976 | $2,671+48.9% | $4,083-2.6% | $4,212-5.6% |
| Admin fee / account holder | $2,064 | $4,497-54.1% | $6,065-66.0% | $7,344-71.9% |