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 | $182,854 | $114,381+59.9% | $107,525+70.1% | $142,382+28.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 16.54% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,652 | $4,015-9.0% | $3,754-2.7% | $4,299-15.1% |
| Participant deferral / active EE | $3,787 | $5,564-31.9% | $5,116-26.0% | $6,507-41.8% |
| Admin fee / account holder | $10,184 | $9,860+3.3% | $8,919+14.2% | $12,624-19.3% |