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 | $174,634 | $109,881+58.9% | $150,045+16.4% | $84,808+105.9% |
| Participation rate | 32.3% | 76.1%-43.8pp | 82.3%-50.1pp | 68.3%-36.1pp |
| Annual return | 14.26% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,771 | $6,636-58.2% | $7,997-65.3% | $4,212-34.2% |
| Admin fee / account holder | $9,089 | $8,568+6.1% | $13,435-32.3% | $7,344+23.8% |