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 | $164,653 | $114,381+44.0% | $107,525+53.1% | $142,382+15.6% |
| Participation rate | 47.4% | 78.1%-30.8pp | 75.1%-27.7pp | 80.1%-32.8pp |
| Annual return | 12.14% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,111 | $4,015-47.4% | $3,754-43.7% | $4,299-50.9% |
| Participant deferral / active EE | $6,681 | $5,564+20.1% | $5,116+30.6% | $6,507+2.7% |
| Admin fee / account holder | $33,556 | $9,860+240.3% | $8,919+276.2% | $12,624+165.8% |