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 | $126,978 | $78,672+61.4% | $109,143+16.3% | $85,850+47.9% |
| Participation rate | 47.4% | 68.3%-20.9pp | 75.9%-28.5pp | 69.3%-21.9pp |
| Annual return | 14.04% | 25.09%-11.0pp | 25.75%-11.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,634 | $2,735-40.3% | $3,722-56.1% | $2,565-36.3% |
| Participant deferral / active EE | $1,866 | $3,467-46.2% | $4,653-59.9% | $3,952-52.8% |
| Admin fee / account holder | $1,523 | $5,469-72.1% | $6,752-77.4% | $6,260-75.7% |