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 | $118,454 | $100,773+17.5% | $88,946+33.2% | $142,382-16.8% |
| Participation rate | 35.0% | 74.3%-39.3pp | 68.8%-33.8pp | 80.1%-45.1pp |
| Annual return | 17.19% | 70.18%-53.0pp | 57.82%-40.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $531 | $2,918-81.8% | $2,555-79.2% | $4,299-87.7% |
| Participant deferral / active EE | $2,240 | $5,230-57.2% | $4,581-51.1% | $6,507-65.6% |
| Admin fee / account holder | $14,935 | $9,693+54.1% | $8,261+80.8% | $12,624+18.3% |