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 | $157,253 | $112,881+39.3% | $90,951+72.9% | $158,922-1.1% |
| Participation rate | 47.1% | 74.7%-27.7pp | 69.0%-22.0pp | 82.0%-34.9pp |
| Annual return | 17.02% | 215.79%-198.8pp | 134.60%-117.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,727 | $2,893-40.3% | $2,122-18.6% | $4,761-63.7% |
| Participant deferral / active EE | $4,964 | $4,128+20.3% | $3,373+47.2% | $5,982-17.0% |
| Admin fee / account holder | $4,238 | $8,041-47.3% | $5,959-28.9% | $11,246-62.3% |