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 | $206,985 | $152,587+35.7% | $125,175+65.4% | $152,861+35.4% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 22.62% | 54.84%-32.2pp | 43.79%-21.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,697 | $4,946-65.7% | $3,865-56.1% | $4,762-64.4% |
| Participant deferral / active EE | $2,172 | $5,868-63.0% | $4,937-56.0% | $5,850-62.9% |
| Admin fee / account holder | $939 | $13,434-93.0% | $9,702-90.3% | $11,596-91.9% |