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 | $165,000 | $111,754+47.6% | $103,333+59.7% | $145,922+13.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 19.37% | 24.77%-5.4pp | 24.88%-5.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,585 | $4,212-38.6% | $3,868-33.2% | $4,660-44.5% |
| Participant deferral / active EE | $8,639 | $5,619+53.8% | $5,057+70.8% | $6,688+29.2% |
| Admin fee / account holder | $16,843 | $9,750+72.7% | $8,355+101.6% | $13,397+25.7% |