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 | $121,520 | $115,770+5.0% | $101,248+20.0% | $158,922-23.5% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | 16.16% | 56.14%-40.0pp | 46.47%-30.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,885 | $4,175-54.8% | $3,660-48.5% | $4,761-60.4% |
| Participant deferral / active EE | $4,202 | $4,957-15.2% | $4,370-3.8% | $5,982-29.8% |
| Admin fee / account holder | $1,897 | $7,245-73.8% | $5,945-68.1% | $11,246-83.1% |