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 | $244,152 | $114,381+113.5% | $107,525+127.1% | $142,382+71.5% |
| Participation rate | 36.8% | 78.1%-41.3pp | 75.1%-38.2pp | 80.1%-43.3pp |
| Annual return | 15.91% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $990 | $4,015-75.3% | $3,754-73.6% | $4,299-77.0% |
| Participant deferral / active EE | $2,042 | $5,564-63.3% | $5,116-60.1% | $6,507-68.6% |
| Admin fee / account holder | $1,201 | $9,860-87.8% | $8,919-86.5% | $12,624-90.5% |