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 | $105,034 | $63,346+65.8% | $92,233+13.9% | $70,131+49.8% |
| Participation rate | 51.9% | 68.7%-16.8pp | 76.5%-24.6pp | 69.5%-17.7pp |
| Annual return | 22.73% | 530.12%-507.4pp | 176.28%-153.5pp | 73.14%-50.4pp |
| Employer contribution / active EE | $1,139 | $2,471-53.9% | $3,679-69.0% | $2,342-51.4% |
| Participant deferral / active EE | $3,320 | $2,854+16.4% | $3,897-14.8% | $3,332-0.3% |
| Admin fee / account holder | $2,263 | $3,840-41.1% | $5,194-56.4% | $4,645-51.3% |