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 | $216,761 | $179,726+20.6% | $156,263+38.7% | $142,382+52.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 17.81% | 77.86%-60.0pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,268 | $5,069-55.3% | $4,333-47.7% | $4,299-47.2% |
| Participant deferral / active EE | $5,744 | $6,956-17.4% | $6,158-6.7% | $6,507-11.7% |
| Admin fee / account holder | $3,546 | $17,272-79.5% | $14,255-75.1% | $12,624-71.9% |