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 | $231,060 | $159,602+44.8% | $150,045+54.0% | $142,382+62.3% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 16.68% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,075 | $4,961-78.3% | $4,693-77.1% | $4,299-75.0% |
| Participant deferral / active EE | $3,246 | $8,310-60.9% | $7,997-59.4% | $6,507-50.1% |
| Admin fee / account holder | $465 | $14,846-96.9% | $13,435-96.5% | $12,624-96.3% |