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 | $164,413 | $78,705+108.9% | $117,854+39.5% | $70,131+134.4% |
| Participation rate | 54.2% | 73.2%-19.0pp | 79.7%-25.5pp | 69.5%-15.4pp |
| Annual return | 16.09% | 23.30%-7.2pp | 335.08%-319.0pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,389 | $2,223-37.5% | $3,786-63.3% | $2,342-40.7% |
| Participant deferral / active EE | $3,451 | $3,297+4.7% | $4,482-23.0% | $3,332+3.6% |
| Admin fee / account holder | $29,200 | $5,065+476.5% | $8,020+264.1% | $4,645+528.6% |