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 | $191,149 | $177,572+7.6% | $154,803+23.5% | $142,382+34.3% |
| Participation rate | 40.9% | 82.1%-41.1pp | 78.1%-37.2pp | 80.1%-39.2pp |
| Annual return | 17.90% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,645 | $4,810+17.3% | $4,305+31.1% | $4,299+31.3% |
| Participant deferral / active EE | $3,003 | $6,272-52.1% | $5,540-45.8% | $6,507-53.8% |
| Admin fee / account holder | $1,989 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |