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 | $215,803 | $101,724+112.1% | $164,813+30.9% | $80,856+166.9% |
| Participation rate | 22.6% | 71.8%-49.2pp | 78.6%-56.0pp | 67.6%-45.1pp |
| Annual return | 20.19% | 16.72%+3.5pp | 69.93%-49.7pp | 35.59%-15.4pp |
| Employer contribution / active EE | $981 | $2,953-66.8% | $4,341-77.4% | $2,755-64.4% |
| Participant deferral / active EE | $2,564 | $4,477-42.7% | $6,031-57.5% | $4,296-40.3% |
| Admin fee / account holder | $5,510 | $8,227-33.0% | $12,690-56.6% | $6,918-20.4% |