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 | $161,137 | $99,877+61.3% | $84,966+89.6% | $145,922+10.4% |
| Participation rate | 52.2% | 74.1%-21.9pp | 67.5%-15.3pp | 80.3%-28.1pp |
| Annual return | 28.05% | 83.76%-55.7pp | 66.38%-38.3pp | 561.29%-533.2pp |
| Employer contribution / active EE | $1,383 | $3,231-57.2% | $2,727-49.3% | $4,660-70.3% |
| Participant deferral / active EE | $3,972 | $5,291-24.9% | $4,519-12.1% | $6,688-40.6% |
| Admin fee / account holder | $853 | $7,248-88.2% | $6,149-86.1% | $13,397-93.6% |