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 | $118,540 | $58,208+103.6% | $81,812+44.9% | $80,856+46.6% |
| Participation rate | 53.3% | 63.4%-10.1pp | 72.3%-19.0pp | 67.6%-14.3pp |
| Annual return | 17.73% | 41.66%-23.9pp | 773.79%-756.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,516 | $2,340-35.2% | $2,912-47.9% | $2,755-45.0% |
| Participant deferral / active EE | $3,084 | $3,281-6.0% | $4,319-28.6% | $4,296-28.2% |
| Admin fee / account holder | $3,368 | $4,981-32.4% | $7,386-54.4% | $6,918-51.3% |