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 | $149,632 | $89,753+66.7% | $107,525+39.2% | $84,808+76.4% |
| Participation rate | 53.1% | 68.1%-14.9pp | 75.1%-21.9pp | 68.3%-15.2pp |
| Annual return | 22.45% | 29.48%-7.0pp | 181.32%-158.9pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,741 | $3,113-44.1% | $3,754-53.6% | $2,631-33.8% |
| Participant deferral / active EE | $4,848 | $4,056+19.5% | $5,116-5.2% | $4,212+15.1% |
| Admin fee / account holder | $658 | $7,222-90.9% | $8,919-92.6% | $7,344-91.0% |