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 | $147,434 | $114,381+28.9% | $107,525+37.1% | $142,382+3.5% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 15.66% | 242.71%-227.0pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,789 | $4,015-55.4% | $3,754-52.3% | $4,299-58.4% |
| Participant deferral / active EE | $5,526 | $5,564-0.7% | $5,116+8.0% | $6,507-15.1% |
| Admin fee / account holder | $863 | $9,860-91.2% | $8,919-90.3% | $12,624-93.2% |