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 | $210,763 | $176,056+19.7% | $159,436+32.2% | $167,490+25.8% |
| Participation rate | 46.7% | 84.9%-38.3pp | 82.8%-36.2pp | 82.1%-35.4pp |
| Annual return | 13.63% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $973 | $5,297-81.6% | $4,829-79.9% | $4,837-79.9% |
| Participant deferral / active EE | $3,784 | $7,750-51.2% | $7,352-48.5% | $6,341-40.3% |
| Admin fee / account holder | $3,866 | $12,554-69.2% | $10,799-64.2% | $12,309-68.6% |