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 | $141,089 | $104,974+34.4% | $95,585+47.6% | $142,382-0.9% |
| Participation rate | 43.5% | 75.0%-31.5pp | 72.1%-28.6pp | 80.1%-36.6pp |
| Annual return | 14.14% | 210.33%-196.2pp | 38.56%-24.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,876 | $2,779-32.5% | $2,527-25.7% | $4,299-56.4% |
| Participant deferral / active EE | $4,416 | $4,352+1.5% | $4,023+9.8% | $6,507-32.1% |
| Admin fee / account holder | $3,458 | $6,386-45.9% | $6,127-43.6% | $12,624-72.6% |