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 | $167,429 | $110,257+51.9% | $96,544+73.4% | $139,434+20.1% |
| Participation rate | 45.5% | 78.1%-32.6pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 15.88% | 26.32%-10.4pp | 25.84%-10.0pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,211 | $3,620-66.5% | $2,965-59.2% | $4,751-74.5% |
| Participant deferral / active EE | $6,915 | $5,548+24.6% | $4,851+42.5% | $6,710+3.0% |
| Admin fee / account holder | $526 | $11,591-95.5% | $8,252-93.6% | $11,403-95.4% |