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 | $234,745 | $106,584+120.2% | $101,326+131.7% | $142,382+64.9% |
| Participation rate | 57.1% | 82.7%-25.5pp | 81.5%-24.4pp | 80.1%-23.0pp |
| Annual return | 15.37% | 36.93%-21.6pp | 36.82%-21.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,865 | $3,956-52.8% | $3,665-49.1% | $4,299-56.6% |
| Participant deferral / active EE | $6,385 | $8,297-23.0% | $7,994-20.1% | $6,507-1.9% |
| Admin fee / account holder | $2,691 | $11,446-76.5% | $11,185-75.9% | $12,624-78.7% |