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 | $147,502 | $84,233+75.1% | $170,442-13.5% | $70,131+110.3% |
| Participation rate | 52.0% | 70.8%-18.8pp | 83.6%-31.6pp | 69.5%-17.5pp |
| Annual return | 21.04% | 23.06%-2.0pp | 205.93%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,481 | $3,387-56.3% | $5,433-72.7% | $2,342-36.8% |
| Participant deferral / active EE | $4,440 | $3,086+43.9% | $4,939-10.1% | $3,332+33.3% |
| Admin fee / account holder | $427 | $5,698-92.5% | $13,880-96.9% | $4,645-90.8% |