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 | $126,053 | $58,208+116.6% | $81,812+54.1% | $80,856+55.9% |
| Participation rate | 46.4% | 63.4%-17.0pp | 72.3%-25.9pp | 67.6%-21.2pp |
| Annual return | 13.98% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,647 | $2,340-29.6% | $2,912-43.4% | $2,755-40.2% |
| Participant deferral / active EE | $3,317 | $3,281+1.1% | $4,319-23.2% | $4,296-22.8% |
| Admin fee / account holder | $4,297 | $4,981-13.7% | $7,386-41.8% | $6,918-37.9% |