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 | $236,605 | $159,602+48.2% | $150,045+57.7% | $142,382+66.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 13.21% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $961 | $4,961-80.6% | $4,693-79.5% | $4,299-77.7% |
| Participant deferral / active EE | $3,810 | $8,310-54.2% | $7,997-52.4% | $6,507-41.5% |
| Admin fee / account holder | $7,615 | $14,846-48.7% | $13,435-43.3% | $12,624-39.7% |