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 | $168,133 | $89,753+87.3% | $107,525+56.4% | $84,808+98.3% |
| Participation rate | 40.4% | 68.1%-27.6pp | 75.1%-34.6pp | 68.3%-27.9pp |
| Annual return | 16.42% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,604 | $3,113-48.5% | $3,754-57.3% | $2,631-39.0% |
| Participant deferral / active EE | $2,060 | $4,056-49.2% | $5,116-59.7% | $4,212-51.1% |
| Admin fee / account holder | $4,709 | $7,222-34.8% | $8,919-47.2% | $7,344-35.9% |