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 | $216,679 | $118,427+83.0% | $66,042+228.1% | $142,382+52.2% |
| Participation rate | 60.0% | 68.1%-8.1pp | 67.5%-7.5pp | 80.1%-20.1pp |
| Annual return | 15.67% | 35.57%-19.9pp | 52.11%-36.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,102 | $2,570-18.2% | $1,579+33.1% | $4,299-51.1% |
| Participant deferral / active EE | $5,022 | $4,311+16.5% | $2,835+77.1% | $6,507-22.8% |
| Admin fee / account holder | $17,877 | $9,593+86.3% | $5,747+211.1% | $12,624+41.6% |