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 | $242,544 | $80,717+200.5% | $154,803+56.7% | $84,808+186.0% |
| Participation rate | 24.2% | 66.8%-42.6pp | 78.1%-53.8pp | 68.3%-44.1pp |
| Annual return | 15.52% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,281 | $2,761+18.8% | $4,305-23.8% | $2,631+24.7% |
| Participant deferral / active EE | $6,724 | $3,303+103.6% | $5,540+21.4% | $4,212+59.7% |
| Admin fee / account holder | $4,146 | $6,746-38.5% | $14,329-71.1% | $7,344-43.5% |