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 | $158,397 | $79,449+99.4% | $189,557-16.4% | $85,850+84.5% |
| Participation rate | 48.7% | 66.0%-17.3pp | 78.4%-29.7pp | 69.3%-20.6pp |
| Annual return | 13.10% | 18.45%-5.3pp | 64.17%-51.1pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,243 | $2,081-40.3% | $4,412-71.8% | $2,565-51.6% |
| Participant deferral / active EE | $3,883 | $4,051-4.1% | $6,174-37.1% | $3,952-1.7% |
| Admin fee / account holder | $6,739 | $5,377+25.3% | $9,807-31.3% | $6,260+7.7% |