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 5-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 | $244,080 | $110,257+121.4% | $96,544+152.8% | $139,434+75.1% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 37.13% | 26.32%+10.8pp | 25.84%+11.3pp | 372.94%-335.8pp |
| Employer contribution / active EE | $1,335 | $3,620-63.1% | $2,965-55.0% | $4,751-71.9% |
| Participant deferral / active EE | $4,790 | $5,548-13.7% | $4,851-1.3% | $6,710-28.6% |
| Admin fee / account holder | $3,166 | $11,591-72.7% | $8,252-61.6% | $11,403-72.2% |