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 | $171,167 | $228,332-25.0% | $185,823-7.9% | $158,922+7.7% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 15.04% | 40.80%-25.8pp | 35.95%-20.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,677 | $4,967-66.2% | $4,087-59.0% | $4,761-64.8% |
| Participant deferral / active EE | $7,205 | $6,415+12.3% | $5,632+27.9% | $5,982+20.4% |
| Admin fee / account holder | $15,625 | $11,864+31.7% | $9,500+64.5% | $11,246+38.9% |