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 | $208,954 | $109,881+90.2% | $150,045+39.3% | $84,808+146.4% |
| Participation rate | 30.0% | 76.1%-46.1pp | 82.3%-52.3pp | 68.3%-38.3pp |
| Annual return | 16.75% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,066 | $3,561-70.1% | $4,693-77.3% | $2,631-59.5% |
| Participant deferral / active EE | $3,757 | $6,636-43.4% | $7,997-53.0% | $4,212-10.8% |
| Admin fee / account holder | $29,350 | $8,568+242.6% | $13,435+118.5% | $7,344+299.7% |