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 | $166,161 | $89,753+85.1% | $107,525+54.5% | $84,808+95.9% |
| Participation rate | 51.2% | 68.1%-16.9pp | 75.1%-23.9pp | 68.3%-17.1pp |
| Annual return | 16.58% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,231 | $3,113-28.3% | $3,754-40.6% | $2,631-15.2% |
| Participant deferral / active EE | $4,543 | $4,056+12.0% | $5,116-11.2% | $4,212+7.9% |
| Admin fee / account holder | $2,935 | $7,222-59.4% | $8,919-67.1% | $7,344-60.0% |