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 | $217,896 | $181,894+19.8% | $156,549+39.2% | $273,961-20.5% |
| Participation rate | 15.8% | 88.4%-72.6pp | 84.0%-68.2pp | 83.0%-67.2pp |
| Annual return | 5.95% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,197 | $6,248-64.8% | $5,501-60.1% | $4,869-54.9% |
| Participant deferral / active EE | $3,706 | $5,550-33.2% | $4,871-23.9% | $5,287-29.9% |
| Admin fee / account holder | $973 | $15,559-93.7% | $13,027-92.5% | $10,132-90.4% |