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 | $148,024 | $884,045-83.3% | $453,369-67.4% | $167,490-11.6% |
| Participation rate | 69.2% | 81.6%-12.3pp | 78.0%-8.8pp | 82.1%-12.9pp |
| Annual return | 9.87% | 29.49%-19.6pp | 64.40%-54.5pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,337 | $5,538-57.8% | $4,070-42.6% | $4,837-51.7% |
| Participant deferral / active EE | $6,256 | $7,898-20.8% | $6,209+0.8% | $6,341-1.3% |
| Admin fee / account holder | $4,658 | $22,063-78.9% | $11,209-58.4% | $12,309-62.2% |