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 | $120,047 | $65,561+83.1% | $86,188+39.3% | $75,163+59.7% |
| Participation rate | 28.4% | 60.5%-32.1pp | 69.0%-40.6pp | 67.2%-38.8pp |
| Annual return | 17.40% | 46.05%-28.7pp | 1168.45%-1151.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,196 | $1,553-23.0% | $2,380-49.8% | $2,670-55.2% |
| Participant deferral / active EE | $2,863 | $3,024-5.3% | $3,985-28.2% | $4,125-30.6% |
| Admin fee / account holder | $2,385 | $5,474-56.4% | $6,852-65.2% | $5,651-57.8% |