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 | $183,713 | $78,672+133.5% | $109,143+68.3% | $85,850+114.0% |
| Participation rate | 55.4% | 68.3%-12.9pp | 75.9%-20.5pp | 69.3%-14.0pp |
| Annual return | 19.98% | 25.09%-5.1pp | 25.75%-5.8pp | 318.53%-298.6pp |
| Employer contribution / active EE | $1,663 | $2,735-39.2% | $3,722-55.3% | $2,565-35.2% |
| Participant deferral / active EE | $4,325 | $3,467+24.7% | $4,653-7.1% | $3,952+9.4% |
| Admin fee / account holder | $4,425 | $5,469-19.1% | $6,752-34.5% | $6,260-29.3% |