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 | $242,619 | $100,773+140.8% | $88,946+172.8% | $142,382+70.4% |
| Participation rate | 58.3% | 74.3%-16.0pp | 68.8%-10.5pp | 80.1%-21.8pp |
| Annual return | 17.62% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,435 | $2,918-50.8% | $2,555-43.8% | $4,299-66.6% |
| Participant deferral / active EE | $5,407 | $5,230+3.4% | $4,581+18.0% | $6,507-16.9% |
| Admin fee / account holder | $1,153 | $9,693-88.1% | $8,261-86.0% | $12,624-90.9% |