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 | $173,180 | $95,561+81.2% | $77,163+124.4% | $139,434+24.2% |
| Participation rate | 42.9% | 73.9%-31.1pp | 69.6%-26.7pp | 80.3%-37.5pp |
| Annual return | 10.09% | 54.92%-44.8pp | 37.87%-27.8pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,688 | $3,147-46.4% | $2,535-33.4% | $4,751-64.5% |
| Participant deferral / active EE | $4,020 | $4,624-13.1% | $3,833+4.9% | $6,710-40.1% |
| Admin fee / account holder | $1,144 | $8,295-86.2% | $5,472-79.1% | $11,403-90.0% |