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 | $239,748 | $154,117+55.6% | $129,995+84.4% | $139,434+71.9% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-23.9pp | 80.3%-25.8pp |
| Annual return | 19.51% | 32.48%-13.0pp | -137.18%+156.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,176 | $5,289-77.8% | $4,320-72.8% | $4,751-75.2% |
| Participant deferral / active EE | $3,694 | $6,710-45.0% | $5,820-36.5% | $6,710-45.0% |
| Admin fee / account holder | $1,034 | $14,007-92.6% | $10,614-90.3% | $11,403-90.9% |