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 | $184,686 | $118,849+55.4% | $96,562+91.3% | $167,490+10.3% |
| Participation rate | 54.2% | 75.5%-21.3pp | 69.8%-15.6pp | 82.1%-27.9pp |
| Annual return | 26.16% | 50.49%-24.3pp | 37.78%-11.6pp | 478.56%-452.4pp |
| Employer contribution / active EE | $1,628 | $3,120-47.8% | $2,356-30.9% | $4,837-66.4% |
| Participant deferral / active EE | $3,104 | $4,616-32.8% | $3,849-19.4% | $6,341-51.1% |
| Admin fee / account holder | $2,953 | $8,065-63.4% | $6,181-52.2% | $12,309-76.0% |