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 | $155,789 | $96,484+61.5% | $75,886+105.3% | $152,861+1.9% |
| Participation rate | 47.1% | 76.2%-29.1pp | 69.3%-22.2pp | 82.4%-35.4pp |
| Annual return | 20.76% | 33.98%-13.2pp | 30.76%-10.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,300 | $3,309-60.7% | $2,500-48.0% | $4,762-72.7% |
| Participant deferral / active EE | $7,354 | $4,553+61.5% | $3,603+104.1% | $5,850+25.7% |
| Admin fee / account holder | $2,172 | $8,078-73.1% | $5,418-59.9% | $11,596-81.3% |