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 | $157,567 | $117,841+33.7% | $102,423+53.8% | $145,922+8.0% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-21.9pp |
| Annual return | 15.82% | 31.65%-15.8pp | 29.32%-13.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,228 | $3,615-66.0% | $3,023-59.4% | $4,660-73.6% |
| Participant deferral / active EE | $4,220 | $5,731-26.4% | $5,053-16.5% | $6,688-36.9% |
| Admin fee / account holder | $543 | $13,326-95.9% | $9,451-94.3% | $13,397-95.9% |