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 9-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 | $199,309 | $60,892+227.3% | $82,389+141.9% | $84,808+135.0% |
| Participation rate | 45.1% | 63.3%-18.2pp | 69.5%-24.4pp | 68.3%-23.2pp |
| Annual return | 14.53% | 37.29%-22.8pp | 28.67%-14.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,187 | $1,779-33.3% | $2,517-52.8% | $2,631-54.9% |
| Participant deferral / active EE | $3,958 | $3,179+24.5% | $4,155-4.7% | $4,212-6.0% |
| Admin fee / account holder | $1,741 | $5,467-68.2% | $7,231-75.9% | $7,344-76.3% |