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 5-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 | $153,821 | $100,773+52.6% | $88,946+72.9% | $142,382+8.0% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 18.49% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $534 | $2,918-81.7% | $2,555-79.1% | $4,299-87.6% |
| Participant deferral / active EE | $6,714 | $5,230+28.4% | $4,581+46.6% | $6,507+3.2% |
| Admin fee / account holder | $1,790 | $9,693-81.5% | $8,261-78.3% | $12,624-85.8% |