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 | $227,249 | $91,190+149.2% | $178,490+27.3% | $79,858+184.6% |
| Participation rate | 34.6% | 69.2%-34.6pp | 81.9%-47.3pp | 69.6%-35.0pp |
| Annual return | 20.50% | 24.19%-3.7pp | 151.07%-130.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,498 | $3,256-54.0% | $5,011-70.1% | $2,471-39.4% |
| Participant deferral / active EE | $3,210 | $3,236-0.8% | $5,202-38.3% | $3,740-14.2% |
| Admin fee / account holder | $4,122 | $6,751-38.9% | $13,984-70.5% | $5,306-22.3% |