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 | $178,206 | $104,974+69.8% | $95,585+86.4% | $142,382+25.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 16.99% | 210.33%-193.3pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,096 | $2,779-24.6% | $2,527-17.1% | $4,299-51.3% |
| Participant deferral / active EE | $8,278 | $4,352+90.2% | $4,023+105.8% | $6,507+27.2% |
| Admin fee / account holder | $1,014 | $6,386-84.1% | $6,127-83.5% | $12,624-92.0% |