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 | $126,423 | $105,931+19.3% | $81,930+54.3% | $158,922-20.4% |
| Participation rate | 60.9% | 75.6%-14.7pp | 72.0%-11.1pp | 82.0%-21.1pp |
| Annual return | 20.07% | 38.17%-18.1pp | 29.49%-9.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,308 | $7,800-83.2% | $4,310-69.7% | $4,761-72.5% |
| Participant deferral / active EE | $3,249 | $13,003-75.0% | $7,107-54.3% | $5,982-45.7% |
| Admin fee / account holder | $2,607 | $8,489-69.3% | $5,158-49.5% | $11,246-76.8% |