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 | $165,762 | $91,552+81.1% | $133,956+23.7% | $79,858+107.6% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 14.19% | 61.85%-47.7pp | 45.09%-30.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,035 | $2,384-56.6% | $3,919-73.6% | $2,471-58.1% |
| Participant deferral / active EE | $6,341 | $3,733+69.8% | $5,048+25.6% | $3,740+69.5% |
| Admin fee / account holder | $704 | $6,321-88.9% | $8,927-92.1% | $5,306-86.7% |