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 | $183,211 | $133,922+36.8% | $116,228+57.6% | $142,382+28.7% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 19.71% | 147.76%-128.1pp | 90.06%-70.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $769 | $3,446-77.7% | $2,994-74.3% | $4,299-82.1% |
| Participant deferral / active EE | $2,152 | $5,672-62.1% | $4,953-56.6% | $6,507-66.9% |
| Admin fee / account holder | $2,958 | $14,945-80.2% | $11,989-75.3% | $12,624-76.6% |