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 | $186,115 | $152,587+22.0% | $125,175+48.7% | $152,861+21.8% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 27.71% | 54.84%-27.1pp | 43.79%-16.1pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,145 | $4,946-76.9% | $3,865-70.4% | $4,762-76.0% |
| Participant deferral / active EE | $8,776 | $5,868+49.6% | $4,937+77.8% | $5,850+50.0% |
| Admin fee / account holder | $393 | $13,434-97.1% | $9,702-95.9% | $11,596-96.6% |