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 | $182,150 | $201,272-9.5% | $184,203-1.1% | $145,922+24.8% |
| Participation rate | 27.3% | 87.5%-60.2pp | 86.8%-59.5pp | 80.3%-53.0pp |
| Annual return | 11.85% | 29.00%-17.2pp | 28.81%-17.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,965 | $9,806-39.2% | $9,131-34.7% | $6,688-10.8% |
| Admin fee / account holder | $5,532 | $16,364-66.2% | $13,901-60.2% | $13,397-58.7% |