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 | $210,323 | $91,552+129.7% | $133,956+57.0% | $79,858+163.4% |
| Participation rate | 45.9% | 73.3%-27.4pp | 79.8%-33.9pp | 69.6%-23.7pp |
| Annual return | 14.65% | 61.85%-47.2pp | 45.09%-30.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $797 | $2,384-66.6% | $3,919-79.7% | $2,471-67.8% |
| Participant deferral / active EE | $2,054 | $3,733-45.0% | $5,048-59.3% | $3,740-45.1% |
| Admin fee / account holder | $19,761 | $6,321+212.6% | $8,927+121.4% | $5,306+272.4% |