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 9-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 | $161,148 | $114,381+40.9% | $107,525+49.9% | $142,382+13.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 13.27% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,549 | $4,015-61.4% | $3,754-58.7% | $4,299-64.0% |
| Participant deferral / active EE | $3,395 | $5,564-39.0% | $5,116-33.6% | $6,507-47.8% |
| Admin fee / account holder | $4,465 | $9,860-54.7% | $8,919-49.9% | $12,624-64.6% |