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 | $223,897 | $107,334+108.6% | $92,893+141.0% | $152,861+46.5% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 25.45% | 145.58%-120.1pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,236 | $4,221-70.7% | $3,653-66.2% | $4,762-74.1% |
| Participant deferral / active EE | $4,022 | $4,845-17.0% | $4,236-5.0% | $5,850-31.2% |
| Admin fee / account holder | $687 | $7,079-90.3% | $5,794-88.1% | $11,596-94.1% |