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 | $126,571 | $227,553-44.4% | $189,557-33.2% | $167,490-24.4% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.4%-31.4pp | 82.1%-35.0pp |
| Annual return | 11.33% | 78.40%-67.1pp | 64.17%-52.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,851 | $5,316-65.2% | $4,412-58.1% | $4,837-61.7% |
| Participant deferral / active EE | $6,360 | $7,002-9.2% | $6,174+3.0% | $6,341+0.3% |
| Admin fee / account holder | $633 | $11,878-94.7% | $9,807-93.5% | $12,309-94.9% |