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 | $175,158 | $157,256+11.4% | $141,162+24.1% | $152,861+14.6% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.4%-37.0pp |
| Annual return | 15.45% | 64.32%-48.9pp | 71.39%-55.9pp | 345.32%-329.9pp |
| Employer contribution / active EE | $3,187 | $5,261-39.4% | $4,735-32.7% | $4,762-33.1% |
| Participant deferral / active EE | $7,112 | $7,1090% | $6,709+6.0% | $5,850+21.6% |
| Admin fee / account holder | $12,976 | $12,120+7.1% | $10,261+26.5% | $11,596+11.9% |