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 | $202,657 | $104,974+93.1% | $95,585+112.0% | $142,382+42.3% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.1%-11.0pp | 80.1%-19.0pp |
| Annual return | 17.83% | 210.33%-192.5pp | 38.56%-20.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,109 | $2,779-60.1% | $2,527-56.1% | $4,299-74.2% |
| Participant deferral / active EE | $5,487 | $4,352+26.1% | $4,023+36.4% | $6,507-15.7% |
| Admin fee / account holder | $12,506 | $6,386+95.8% | $6,127+104.1% | $12,624-0.9% |