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 | $187,086 | $80,717+131.8% | $154,803+20.9% | $84,808+120.6% |
| Participation rate | 47.1% | 66.8%-19.8pp | 78.1%-31.0pp | 68.3%-21.3pp |
| Annual return | 16.21% | 37.96%-21.7pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,095 | $2,761-60.4% | $4,305-74.6% | $2,631-58.4% |
| Participant deferral / active EE | $2,798 | $3,303-15.3% | $5,540-49.5% | $4,212-33.6% |
| Admin fee / account holder | $12,843 | $6,746+90.4% | $14,329-10.4% | $7,344+74.9% |