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 | $236,599 | $116,175+103.7% | $93,606+152.8% | $152,861+54.8% |
| Participation rate | 63.6% | 78.0%-14.4pp | 75.8%-12.2pp | 82.4%-18.8pp |
| Annual return | 18.82% | 35.96%-17.1pp | 32.76%-13.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,697 | $3,218-47.3% | $2,718-37.6% | $4,762-64.4% |
| Participant deferral / active EE | $6,071 | $4,603+31.9% | $4,069+49.2% | $5,850+3.8% |
| Admin fee / account holder | $415 | $10,748-96.1% | $7,888-94.7% | $11,596-96.4% |