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 | $153,202 | $106,515+43.8% | $96,683+58.5% | $139,434+9.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 25.84% | 38.43%-12.6pp | 35.69%-9.9pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,170 | $4,103-71.5% | $3,737-68.7% | $4,751-75.4% |
| Participant deferral / active EE | $5,625 | $5,454+3.1% | $4,878+15.3% | $6,710-16.2% |
| Admin fee / account holder | $1,102 | $7,877-86.0% | $6,730-83.6% | $11,403-90.3% |