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 | $247,411 | $89,753+175.7% | $107,525+130.1% | $84,808+191.7% |
| Participation rate | 30.2% | 68.1%-37.8pp | 75.1%-44.8pp | 68.3%-38.1pp |
| Annual return | 12.92% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,353 | $3,113-24.4% | $3,754-37.3% | $2,631-10.6% |
| Participant deferral / active EE | $2,678 | $4,056-34.0% | $5,116-47.6% | $4,212-36.4% |
| Admin fee / account holder | $4,678 | $7,222-35.2% | $8,919-47.6% | $7,344-36.3% |