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 | $172,227 | $106,515+61.7% | $96,683+78.1% | $139,434+23.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 11.44% | 38.43%-27.0pp | 35.69%-24.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,586 | $4,103-37.0% | $3,737-30.8% | $4,751-45.6% |
| Participant deferral / active EE | $2,711 | $5,454-50.3% | $4,878-44.4% | $6,710-59.6% |
| Admin fee / account holder | $3,103 | $7,877-60.6% | $6,730-53.9% | $11,403-72.8% |