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 | $148,957 | $115,770+28.7% | $101,248+47.1% | $158,922-6.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 35.59% | 56.14%-20.6pp | 46.47%-10.9pp | 302.83%-267.2pp |
| Employer contribution / active EE | $2,766 | $4,175-33.7% | $3,660-24.4% | $4,761-41.9% |
| Participant deferral / active EE | $5,469 | $4,957+10.3% | $4,370+25.2% | $5,982-8.6% |
| Admin fee / account holder | $1,025 | $7,245-85.9% | $5,945-82.8% | $11,246-90.9% |