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 | $165,245 | $100,773+64.0% | $88,946+85.8% | $142,382+16.1% |
| Participation rate | 9.1% | 74.3%-65.2pp | 68.8%-59.8pp | 80.1%-71.0pp |
| Annual return | 18.15% | 70.18%-52.0pp | 57.82%-39.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $354 | $2,918-87.9% | $2,555-86.1% | $4,299-91.8% |
| Participant deferral / active EE | $1,218 | $5,230-76.7% | $4,581-73.4% | $6,507-81.3% |
| Admin fee / account holder | $374 | $9,693-96.1% | $8,261-95.5% | $12,624-97.0% |