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 | $188,610 | $177,572+6.2% | $154,803+21.8% | $142,382+32.5% |
| Participation rate | 38.1% | 82.1%-44.0pp | 78.1%-40.0pp | 80.1%-42.0pp |
| Annual return | 12.46% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,030 | $4,810-16.2% | $4,305-6.4% | $4,299-6.3% |
| Participant deferral / active EE | $3,329 | $6,272-46.9% | $5,540-39.9% | $6,507-48.8% |
| Admin fee / account holder | $12,829 | $16,786-23.6% | $14,329-10.5% | $12,624+1.6% |