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 | $230,107 | $176,812+30.1% | $146,665+56.9% | $167,490+37.4% |
| Participation rate | 68.4% | 83.6%-15.2pp | 80.1%-11.6pp | 82.1%-13.7pp |
| Annual return | 17.20% | 24.03%-6.8pp | 22.74%-5.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,172 | $5,160-77.3% | $4,136-71.7% | $4,837-75.8% |
| Participant deferral / active EE | $2,207 | $6,440-65.7% | $5,506-59.9% | $6,341-65.2% |
| Admin fee / account holder | $3,768 | $13,259-71.6% | $10,280-63.3% | $12,309-69.4% |