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 | $213,784 | $65,365+227.1% | $92,893+130.1% | $72,985+192.9% |
| Participation rate | 62.1% | 68.3%-6.2pp | 76.0%-13.9pp | 69.5%-7.4pp |
| Annual return | 17.66% | 42.10%-24.4pp | 109.41%-91.8pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,363 | $2,594-47.5% | $3,653-62.7% | $2,440-44.1% |
| Participant deferral / active EE | $5,462 | $3,128+74.6% | $4,236+28.9% | $3,607+51.4% |
| Admin fee / account holder | $4,218 | $4,251-0.8% | $5,794-27.2% | $5,124-17.7% |