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 6-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 | $234,978 | $109,881+113.8% | $150,045+56.6% | $84,808+177.1% |
| Participation rate | 52.8% | 76.1%-23.3pp | 82.3%-29.5pp | 68.3%-15.5pp |
| Annual return | 15.71% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,593 | $3,561-55.3% | $4,693-66.1% | $2,631-39.4% |
| Participant deferral / active EE | $3,212 | $6,636-51.6% | $7,997-59.8% | $4,212-23.7% |
| Admin fee / account holder | $820 | $8,568-90.4% | $13,435-93.9% | $7,344-88.8% |