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 | $155,050 | $54,705+183.4% | $71,209+117.7% | $84,808+82.8% |
| Participation rate | 51.1% | 64.1%-13.0pp | 73.8%-22.7pp | 68.3%-17.2pp |
| Annual return | 18.33% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $837 | $2,158-61.2% | $2,721-69.2% | $2,631-68.2% |
| Participant deferral / active EE | $2,213 | $3,030-27.0% | $4,175-47.0% | $4,212-47.4% |
| Admin fee / account holder | $962 | $4,863-80.2% | $5,349-82.0% | $7,344-86.9% |