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 | $157,707 | $86,286+82.8% | $111,297+41.7% | $85,850+83.7% |
| Participation rate | 52.2% | 73.3%-21.2pp | 77.3%-25.1pp | 69.3%-17.1pp |
| Annual return | 18.66% | 19.99%-1.3pp | 54.65%-36.0pp | 318.53%-299.9pp |
| Employer contribution / active EE | $2,659 | $2,043+30.1% | $2,731-2.7% | $2,565+3.6% |
| Participant deferral / active EE | $5,041 | $3,641+38.5% | $4,487+12.3% | $3,952+27.6% |
| Admin fee / account holder | $2,287 | $8,188-72.1% | $7,964-71.3% | $6,260-63.5% |