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 | $194,561 | $94,625+105.6% | $116,228+67.4% | $84,808+129.4% |
| Participation rate | 51.4% | 70.4%-19.1pp | 74.6%-23.2pp | 68.3%-17.0pp |
| Annual return | 19.08% | 20.40%-1.3pp | 90.06%-71.0pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,382 | $2,347-41.1% | $2,994-53.8% | $2,631-47.5% |
| Participant deferral / active EE | $4,540 | $3,972+14.3% | $4,953-8.3% | $4,212+7.8% |
| Admin fee / account holder | $4,414 | $10,091-56.3% | $11,989-63.2% | $7,344-39.9% |