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 | $153,672 | $85,202+80.4% | $172,739-11.0% | $72,985+110.6% |
| Participation rate | 64.5% | 70.1%-5.5pp | 82.6%-18.1pp | 69.5%-5.0pp |
| Annual return | 18.48% | 27.32%-8.8pp | 802.84%-784.4pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,263 | $3,324-31.9% | $5,143-56.0% | $2,440-7.2% |
| Participant deferral / active EE | $4,292 | $3,260+31.7% | $5,198-17.4% | $3,607+19.0% |
| Admin fee / account holder | $3,235 | $5,884-45.0% | $13,954-76.8% | $5,124-36.9% |