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 | $201,761 | $159,602+26.4% | $150,045+34.5% | $142,382+41.7% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.3%-25.8pp | 80.1%-23.6pp |
| Annual return | 15.13% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,262 | $4,961-74.6% | $4,693-73.1% | $4,299-70.7% |
| Participant deferral / active EE | $3,770 | $8,310-54.6% | $7,997-52.9% | $6,507-42.1% |
| Admin fee / account holder | $10,821 | $14,846-27.1% | $13,435-19.5% | $12,624-14.3% |