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 | $177,835 | $115,882+53.5% | $100,516+76.9% | $158,922+11.9% |
| Participation rate | 64.7% | 81.6%-16.9pp | 79.4%-14.7pp | 82.0%-17.3pp |
| Annual return | 16.97% | 34.79%-17.8pp | 30.89%-13.9pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,088 | $4,103-49.1% | $3,418-38.9% | $4,761-56.1% |
| Participant deferral / active EE | $2,954 | $6,674-55.7% | $6,270-52.9% | $5,982-50.6% |
| Admin fee / account holder | $2,699 | $10,995-75.5% | $8,081-66.6% | $11,246-76.0% |