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 | $206,169 | $117,983+74.7% | $101,794+102.5% | $142,382+44.8% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 16.17% | 36.92%-20.7pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,209 | $2,773-56.4% | $2,289-47.2% | $4,299-71.9% |
| Participant deferral / active EE | $1,434 | $4,714-69.6% | $4,084-64.9% | $6,507-78.0% |
| Admin fee / account holder | $1,085 | $10,433-89.6% | $8,777-87.6% | $12,624-91.4% |