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 7-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 | $245,603 | $159,602+53.9% | $150,045+63.7% | $142,382+72.5% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 14.63% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,200 | $4,961-35.5% | $4,693-31.8% | $4,299-25.6% |
| Participant deferral / active EE | $6,333 | $8,310-23.8% | $7,997-20.8% | $6,507-2.7% |
| Admin fee / account holder | $7,210 | $14,846-51.4% | $13,435-46.3% | $12,624-42.9% |