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 | $151,310 | $111,754+35.4% | $103,333+46.4% | $145,922+3.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 9.29% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $882 | $4,212-79.1% | $3,868-77.2% | $4,660-81.1% |
| Participant deferral / active EE | $4,735 | $5,619-15.7% | $5,057-6.4% | $6,688-29.2% |
| Admin fee / account holder | $13,464 | $9,750+38.1% | $8,355+61.1% | $13,397+0.5% |