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 | $135,557 | $68,547+97.8% | $120,354+12.6% | $80,856+67.7% |
| Participation rate | 48.4% | 61.6%-13.2pp | 71.9%-23.5pp | 67.6%-19.3pp |
| Annual return | 139.09% | 23.60%+115.5pp | 107.15%+31.9pp | 35.59%+103.5pp |
| Employer contribution / active EE | $1,276 | $2,051-37.8% | $3,463-63.1% | $2,755-53.7% |
| Participant deferral / active EE | $2,414 | $3,173-23.9% | $4,991-51.6% | $4,296-43.8% |
| Admin fee / account holder | $2,176 | $5,732-62.0% | $9,423-76.9% | $6,918-68.5% |