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 | $249,395 | $149,734+66.6% | $118,925+109.7% | $158,922+56.9% |
| Participation rate | 16.7% | 82.1%-65.4pp | 75.4%-58.7pp | 82.0%-65.3pp |
| Annual return | 16.07% | 19.95%-3.9pp | 35.88%-19.8pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,189 | $4,115-71.1% | $3,263-63.6% | $4,761-75.0% |
| Participant deferral / active EE | $8,992 | $5,223+72.2% | $4,265+110.8% | $5,982+50.3% |
| Admin fee / account holder | $2,843 | $8,603-67.0% | $6,581-56.8% | $11,246-74.7% |