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 | $247,870 | $176,812+40.2% | $146,665+69.0% | $167,490+48.0% |
| Participation rate | 16.7% | 83.6%-66.9pp | 80.1%-63.4pp | 82.1%-65.4pp |
| Annual return | 9.41% | 24.03%-14.6pp | 22.74%-13.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,310 | $5,160-74.6% | $4,136-68.3% | $4,837-72.9% |
| Participant deferral / active EE | $4,333 | $6,440-32.7% | $5,506-21.3% | $6,341-31.7% |
| Admin fee / account holder | $37,387 | $13,259+182.0% | $10,280+263.7% | $12,309+203.7% |