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 | $166,628 | $106,515+56.4% | $96,683+72.3% | $139,434+19.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 12.75% | 38.43%-25.7pp | 35.69%-22.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,232 | $4,103-45.6% | $3,737-40.3% | $4,751-53.0% |
| Participant deferral / active EE | $4,181 | $5,454-23.3% | $4,878-14.3% | $6,710-37.7% |
| Admin fee / account holder | $315 | $7,877-96.0% | $6,730-95.3% | $11,403-97.2% |