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 | $158,152 | $54,705+189.1% | $71,209+122.1% | $84,808+86.5% |
| Participation rate | 46.4% | 64.1%-17.6pp | 73.8%-27.3pp | 68.3%-21.9pp |
| Annual return | 13.51% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,791 | $2,158-17.0% | $2,721-34.2% | $2,631-31.9% |
| Participant deferral / active EE | $3,811 | $3,030+25.8% | $4,175-8.7% | $4,212-9.5% |
| Admin fee / account holder | $2,624 | $4,863-46.0% | $5,349-50.9% | $7,344-64.3% |