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 | $171,569 | $85,022+101.8% | $70,515+143.3% | $139,434+23.0% |
| Participation rate | 46.7% | 73.9%-27.2pp | 68.3%-21.7pp | 80.3%-33.7pp |
| Annual return | 19.25% | 30.38%-11.1pp | 32.77%-13.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,924 | $3,909-50.8% | $2,973-35.3% | $4,751-59.5% |
| Participant deferral / active EE | $6,527 | $5,890+10.8% | $4,567+42.9% | $6,710-2.7% |
| Admin fee / account holder | $13,653 | $8,906+53.3% | $6,412+112.9% | $11,403+19.7% |