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 6-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 | $214,497 | $163,101+31.5% | $136,749+56.9% | $142,382+50.6% |
| Participation rate | 40.0% | 78.2%-38.2pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 15.28% | 27.54%-12.3pp | 24.33%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,533 | $4,117-62.8% | $3,400-54.9% | $4,299-64.4% |
| Participant deferral / active EE | $9,400 | $5,585+68.3% | $4,692+100.3% | $6,507+44.5% |
| Admin fee / account holder | $1,624 | $14,318-88.7% | $11,386-85.7% | $12,624-87.1% |