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 | $217,573 | $54,705+297.7% | $71,209+205.5% | $84,808+156.5% |
| Participation rate | 32.0% | 64.1%-32.1pp | 73.8%-41.8pp | 68.3%-36.3pp |
| Annual return | 14.19% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,540 | $2,158-28.6% | $2,721-43.4% | $2,631-41.5% |
| Participant deferral / active EE | $4,351 | $3,030+43.6% | $4,175+4.2% | $4,212+3.3% |
| Admin fee / account holder | $46,160 | $4,863+849.1% | $5,349+763.0% | $7,344+528.6% |