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 | $241,868 | $101,724+137.8% | $164,813+46.8% | $80,856+199.1% |
| Participation rate | 28.6% | 71.8%-43.3pp | 78.6%-50.0pp | 67.6%-39.1pp |
| Annual return | 17.25% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,789 | $2,953-39.4% | $4,341-58.8% | $2,755-35.1% |
| Participant deferral / active EE | $2,747 | $4,477-38.6% | $6,031-54.5% | $4,296-36.0% |
| Admin fee / account holder | $4,011 | $8,227-51.2% | $12,690-68.4% | $6,918-42.0% |