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 | $140,215 | $91,552+53.2% | $133,956+4.7% | $79,858+75.6% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 15.08% | 61.85%-46.8pp | 45.09%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,238 | $2,384-48.1% | $3,919-68.4% | $2,471-49.9% |
| Participant deferral / active EE | $3,863 | $3,733+3.5% | $5,048-23.5% | $3,740+3.3% |
| Admin fee / account holder | $3,299 | $6,321-47.8% | $8,927-63.0% | $5,306-37.8% |