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 | $172,794 | $80,717+114.1% | $154,803+11.6% | $84,808+103.7% |
| Participation rate | 45.5% | 66.8%-21.4pp | 78.1%-32.6pp | 68.3%-22.9pp |
| Annual return | 16.40% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,423 | $2,761-48.5% | $4,305-67.0% | $2,631-45.9% |
| Participant deferral / active EE | $3,058 | $3,303-7.4% | $5,540-44.8% | $4,212-27.4% |
| Admin fee / account holder | $4,431 | $6,746-34.3% | $14,329-69.1% | $7,344-39.7% |