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 | $126,118 | $100,773+25.2% | $88,946+41.8% | $142,382-11.4% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.8%-32.5pp | 80.1%-43.8pp |
| Annual return | 18.83% | 70.18%-51.4pp | 57.82%-39.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,230 | $2,918+10.7% | $2,555+26.4% | $4,299-24.9% |
| Participant deferral / active EE | $7,373 | $5,230+41.0% | $4,581+60.9% | $6,507+13.3% |
| Admin fee / account holder | $2,920 | $9,693-69.9% | $8,261-64.7% | $12,624-76.9% |