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 | $169,627 | $85,022+99.5% | $70,515+140.6% | $139,434+21.7% |
| Participation rate | 53.8% | 73.9%-20.1pp | 68.3%-14.5pp | 80.3%-26.5pp |
| Annual return | 18.78% | 30.38%-11.6pp | 32.77%-14.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,548 | $3,909-60.4% | $2,973-47.9% | $4,751-67.4% |
| Participant deferral / active EE | $6,409 | $5,890+8.8% | $4,567+40.4% | $6,710-4.5% |
| Admin fee / account holder | $2,594 | $8,906-70.9% | $6,412-59.5% | $11,403-77.2% |