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 | $182,127 | $89,753+102.9% | $107,525+69.4% | $84,808+114.8% |
| Participation rate | 38.5% | 68.1%-29.6pp | 75.1%-36.6pp | 68.3%-29.8pp |
| Annual return | 18.03% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $932 | $3,113-70.1% | $3,754-75.2% | $2,631-64.6% |
| Participant deferral / active EE | $4,193 | $4,056+3.4% | $5,116-18.0% | $4,212-0.4% |
| Admin fee / account holder | $12,053 | $7,222+66.9% | $8,919+35.1% | $7,344+64.1% |