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 | $191,320 | $163,101+17.3% | $136,749+39.9% | $142,382+34.4% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 13.34% | 27.54%-14.2pp | 24.33%-11.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,489 | $4,117-63.8% | $3,400-56.2% | $4,299-65.4% |
| Participant deferral / active EE | $3,977 | $5,585-28.8% | $4,692-15.2% | $6,507-38.9% |
| Admin fee / account holder | $2,763 | $14,318-80.7% | $11,386-75.7% | $12,624-78.1% |