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 | $122,816 | $54,705+124.5% | $71,209+72.5% | $84,808+44.8% |
| Participation rate | 51.9% | 64.1%-12.2pp | 73.8%-21.9pp | 68.3%-16.5pp |
| Annual return | 14.30% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,502 | $2,158-30.4% | $2,721-44.8% | $2,631-42.9% |
| Participant deferral / active EE | $3,973 | $3,030+31.1% | $4,175-4.8% | $4,212-5.7% |
| Admin fee / account holder | $703 | $4,863-85.5% | $5,349-86.9% | $7,344-90.4% |