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 | $222,198 | $755,339-70.6% | $379,746-41.5% | $158,922+39.8% |
| Participation rate | 64.3% | 81.8%-17.5pp | 78.4%-14.1pp | 82.0%-17.7pp |
| Annual return | 14.46% | 53.41%-39.0pp | 34.90%-20.4pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,600 | $4,685-23.2% | $3,540+1.7% | $4,761-24.4% |
| Participant deferral / active EE | $7,066 | $7,938-11.0% | $6,024+17.3% | $5,982+18.1% |
| Admin fee / account holder | $2,354 | $14,482-83.7% | $7,927-70.3% | $11,246-79.1% |