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 | $204,123 | $114,381+78.5% | $107,525+89.8% | $142,382+43.4% |
| Participation rate | 46.2% | 78.1%-32.0pp | 75.1%-28.9pp | 80.1%-34.0pp |
| Annual return | 21.96% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,530 | $4,015-61.9% | $3,754-59.2% | $4,299-64.4% |
| Participant deferral / active EE | $4,978 | $5,564-10.5% | $5,116-2.7% | $6,507-23.5% |
| Admin fee / account holder | $900 | $9,860-90.9% | $8,919-89.9% | $12,624-92.9% |