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 | $209,823 | $176,812+18.7% | $146,665+43.1% | $167,490+25.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 12.28% | 24.03%-11.7pp | 22.74%-10.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,563 | $5,160-69.7% | $4,136-62.2% | $4,837-67.7% |
| Participant deferral / active EE | $4,176 | $6,440-35.2% | $5,506-24.2% | $6,341-34.1% |
| Admin fee / account holder | $2,629 | $13,259-80.2% | $10,280-74.4% | $12,309-78.6% |