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 | $218,955 | $177,572+23.3% | $154,803+41.4% | $142,382+53.8% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.1%-32.6pp | 80.1%-34.7pp |
| Annual return | 22.10% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,154 | $4,810-76.0% | $4,305-73.2% | $4,299-73.2% |
| Participant deferral / active EE | $2,901 | $6,272-53.7% | $5,540-47.6% | $6,507-55.4% |
| Admin fee / account holder | $3,762 | $16,786-77.6% | $14,329-73.7% | $12,624-70.2% |