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 | $218,777 | $99,652+119.5% | $78,778+177.7% | $147,584+48.2% |
| Participation rate | 46.7% | 76.2%-29.6pp | 69.2%-22.5pp | 82.8%-36.2pp |
| Annual return | 19.61% | 47.28%-27.7pp | 35.62%-16.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $509 | $2,796-81.8% | $1,986-74.4% | $4,876-89.6% |
| Participant deferral / active EE | $1,637 | $3,664-55.3% | $2,958-44.7% | $5,439-69.9% |
| Admin fee / account holder | $2,949 | $7,155-58.8% | $5,134-42.6% | $10,885-72.9% |