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 | $216,153 | $181,894+18.8% | $156,549+38.1% | $273,961-21.1% |
| Participation rate | 58.8% | 88.4%-29.6pp | 84.0%-25.2pp | 83.0%-24.2pp |
| Annual return | 16.27% | 30.74%-14.5pp | 32.23%-16.0pp | 41.45%-25.2pp |
| Employer contribution / active EE | $1,605 | $6,248-74.3% | $5,501-70.8% | $4,869-67.0% |
| Participant deferral / active EE | $3,635 | $5,550-34.5% | $4,871-25.4% | $5,287-31.2% |
| Admin fee / account holder | $1,222 | $15,559-92.1% | $13,027-90.6% | $10,132-87.9% |