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 | $236,114 | $165,984+42.3% | $164,813+43.3% | $145,922+61.8% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.6%-35.7pp | 80.3%-37.4pp |
| Annual return | 13.98% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,204 | $5,273-77.2% | $4,341-72.3% | $4,660-74.2% |
| Participant deferral / active EE | $3,712 | $6,959-46.7% | $6,031-38.5% | $6,688-44.5% |
| Admin fee / account holder | $2,979 | $16,648-82.1% | $12,690-76.5% | $13,397-77.8% |