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 | $206,301 | $115,882+78.0% | $100,516+105.2% | $158,922+29.8% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 19.19% | 34.79%-15.6pp | 30.89%-11.7pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,437 | $4,103-65.0% | $3,418-57.9% | $4,761-69.8% |
| Participant deferral / active EE | $4,171 | $6,674-37.5% | $6,270-33.5% | $5,982-30.3% |
| Admin fee / account holder | $5,511 | $10,995-49.9% | $8,081-31.8% | $11,246-51.0% |