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 | $195,295 | $197,591-1.2% | $177,821+9.8% | $158,922+22.9% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.7%-29.4pp | 82.0%-23.6pp |
| Annual return | 25.46% | 58.76%-33.3pp | 48.32%-22.9pp | 302.83%-277.4pp |
| Employer contribution / active EE | $3,665 | $6,697-45.3% | $5,918-38.1% | $4,761-23.0% |
| Participant deferral / active EE | $7,527 | $8,405-10.4% | $7,714-2.4% | $5,982+25.8% |
| Admin fee / account holder | $669 | $15,399-95.7% | $12,427-94.6% | $11,246-94.1% |