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 5-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 | $166,819 | $80,717+106.7% | $154,803+7.8% | $84,808+96.7% |
| Participation rate | 15.4% | 66.8%-51.4pp | 78.1%-62.7pp | 68.3%-52.9pp |
| Annual return | 19.61% | 37.96%-18.3pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $530 | $2,761-80.8% | $4,305-87.7% | $2,631-79.9% |
| Participant deferral / active EE | $3,550 | $3,303+7.5% | $5,540-35.9% | $4,212-15.7% |
| Admin fee / account holder | $637 | $6,746-90.6% | $14,329-95.6% | $7,344-91.3% |