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 | $147,121 | $114,381+28.6% | $107,525+36.8% | $142,382+3.3% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.1%-10.1pp | 80.1%-15.1pp |
| Annual return | 14.98% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,873 | $4,015-53.3% | $3,754-50.1% | $4,299-56.4% |
| Participant deferral / active EE | $5,696 | $5,564+2.4% | $5,116+11.3% | $6,507-12.5% |
| Admin fee / account holder | $6,360 | $9,860-35.5% | $8,919-28.7% | $12,624-49.6% |