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 | $145,928 | $112,881+29.3% | $90,951+60.4% | $158,922-8.2% |
| Participation rate | 38.9% | 74.7%-35.8pp | 69.0%-30.1pp | 82.0%-43.1pp |
| Annual return | 16.63% | 215.79%-199.2pp | 134.60%-118.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $824 | $2,893-71.5% | $2,122-61.2% | $4,761-82.7% |
| Participant deferral / active EE | $1,822 | $4,128-55.8% | $3,373-46.0% | $5,982-69.5% |
| Admin fee / account holder | $2,436 | $8,041-69.7% | $5,959-59.1% | $11,246-78.3% |