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 | $132,366 | $85,022+55.7% | $70,515+87.7% | $139,434-5.1% |
| Participation rate | 41.7% | 73.9%-32.2pp | 68.3%-26.7pp | 80.3%-38.7pp |
| Annual return | 15.15% | 30.38%-15.2pp | 32.77%-17.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,026 | $3,909-48.2% | $2,973-31.9% | $4,751-57.4% |
| Participant deferral / active EE | $3,266 | $5,890-44.6% | $4,567-28.5% | $6,710-51.3% |
| Admin fee / account holder | $410 | $8,906-95.4% | $6,412-93.6% | $11,403-96.4% |