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 | $161,940 | $77,419+109.2% | $69,455+133.2% | $152,861+5.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 14.98% | 39.06%-24.1pp | 28.97%-14.0pp | 345.32%-330.3pp |
| Employer contribution / active EE | $712 | $3,315-78.5% | $2,779-74.4% | $4,762-85.1% |
| Participant deferral / active EE | $2,035 | $4,414-53.9% | $3,535-42.4% | $5,850-65.2% |
| Admin fee / account holder | $4,620 | $6,207-25.6% | $3,839+20.3% | $11,596-60.2% |