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 | $167,527 | $110,261+51.9% | $95,745+75.0% | $139,434+20.1% |
| Participation rate | 47.4% | 75.8%-28.4pp | 72.3%-24.9pp | 80.3%-33.0pp |
| Annual return | 20.78% | 27.11%-6.3pp | 28.35%-7.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,136 | $3,257-65.1% | $2,835-59.9% | $4,751-76.1% |
| Participant deferral / active EE | $2,865 | $4,676-38.7% | $4,245-32.5% | $6,710-57.3% |
| Admin fee / account holder | $13,132 | $6,613+98.6% | $5,678+131.3% | $11,403+15.2% |