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 | $155,921 | $137,414+13.5% | $189,513-17.7% | $85,850+81.6% |
| Participation rate | 55.0% | 84.6%-29.6pp | 87.8%-32.8pp | 69.3%-14.3pp |
| Annual return | 12.69% | 38.14%-25.5pp | 555.15%-542.5pp | 318.53%-305.8pp |
| Employer contribution / active EE | $3,024 | $4,344-30.4% | $6,162-50.9% | $2,565+17.9% |
| Participant deferral / active EE | $6,989 | $6,260+11.7% | $8,221-15.0% | $3,952+76.9% |
| Admin fee / account holder | $6,375 | $8,630-26.1% | $12,045-47.1% | $6,260+1.8% |