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 | $138,203 | $95,416+44.8% | $185,823-25.6% | $85,850+61.0% |
| Participation rate | 66.7% | 68.8%-2.1pp | 81.7%-15.0pp | 69.3%-2.6pp |
| Annual return | 14.39% | 23.59%-9.2pp | 122.05%-107.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,256 | $3,314-31.9% | $5,167-56.3% | $2,565-12.0% |
| Participant deferral / active EE | $4,266 | $3,423+24.6% | $5,568-23.4% | $3,952+8.0% |
| Admin fee / account holder | $3,648 | $7,213-49.4% | $16,237-77.5% | $6,260-41.7% |