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 | $241,715 | $80,717+199.5% | $154,803+56.1% | $84,808+185.0% |
| Participation rate | 20.7% | 66.8%-46.1pp | 78.1%-57.4pp | 68.3%-47.6pp |
| Annual return | 15.38% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $771 | $2,761-72.1% | $4,305-82.1% | $2,631-70.7% |
| Participant deferral / active EE | $2,396 | $3,303-27.5% | $5,540-56.8% | $4,212-43.1% |
| Admin fee / account holder | $21,373 | $6,746+216.8% | $14,329+49.2% | $7,344+191.0% |