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 | $148,808 | $98,240+51.5% | $82,313+80.8% | $147,584+0.8% |
| Participation rate | 53.3% | 79.7%-26.4pp | 76.9%-23.6pp | 82.8%-29.5pp |
| Annual return | 21.75% | 30.85%-9.1pp | 25.88%-4.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,110 | $3,192-65.2% | $2,428-54.3% | $4,876-77.2% |
| Participant deferral / active EE | $3,738 | $4,383-14.7% | $3,706+0.9% | $5,439-31.3% |
| Admin fee / account holder | $1,348 | $8,563-84.3% | $5,608-76.0% | $10,885-87.6% |