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 | $172,023 | $183,519-6.3% | $155,509+10.6% | $145,922+17.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 16.02% | 61.17%-45.1pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,163 | $5,313-59.3% | $4,672-53.7% | $4,660-53.6% |
| Participant deferral / active EE | $5,689 | $6,462-12.0% | $5,626+1.1% | $6,688-14.9% |
| Admin fee / account holder | $5,338 | $19,313-72.4% | $15,912-66.5% | $13,397-60.2% |