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 | $164,228 | $99,918+64.4% | $81,382+101.8% | $145,922+12.5% |
| Participation rate | 38.9% | 74.2%-35.3pp | 69.5%-30.6pp | 80.3%-41.4pp |
| Annual return | 18.18% | 34.32%-16.1pp | 24.73%-6.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,753 | $2,978-41.1% | $2,463-28.8% | $4,660-62.4% |
| Participant deferral / active EE | $4,978 | $4,605+8.1% | $3,883+28.2% | $6,688-25.6% |
| Admin fee / account holder | $8,698 | $8,212+5.9% | $5,768+50.8% | $13,397-35.1% |