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 | $160,297 | $81,208+97.4% | $98,907+62.1% | $79,858+100.7% |
| Participation rate | 34.5% | 72.5%-38.0pp | 76.0%-41.5pp | 69.6%-35.1pp |
| Annual return | 20.70% | 60.99%-40.3pp | 196.43%-175.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,203 | $3,265-32.5% | $4,244-48.1% | $3,740-41.1% |
| Admin fee / account holder | $849 | $6,013-85.9% | $6,642-87.2% | $5,306-84.0% |