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 | $197,543 | $99,877+97.8% | $84,966+132.5% | $145,922+35.4% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-21.9pp |
| Annual return | 11.11% | 83.76%-72.7pp | 66.38%-55.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,370 | $3,231-57.6% | $2,727-49.8% | $4,660-70.6% |
| Participant deferral / active EE | $5,004 | $5,291-5.4% | $4,519+10.7% | $6,688-25.2% |
| Admin fee / account holder | $953 | $7,248-86.8% | $6,149-84.5% | $13,397-92.9% |