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 | $172,737 | $116,175+48.7% | $93,606+84.5% | $152,861+13.0% |
| Participation rate | 58.3% | 78.0%-19.7pp | 75.8%-17.5pp | 82.4%-24.1pp |
| Annual return | 19.62% | 35.96%-16.3pp | 32.76%-13.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,209 | $4,603-8.6% | $4,069+3.4% | $5,850-28.1% |
| Admin fee / account holder | $5,711 | $10,748-46.9% | $7,888-27.6% | $11,596-50.8% |