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 | $237,094 | $74,927+216.4% | $101,794+132.9% | $84,808+179.6% |
| Participation rate | 14.0% | 61.4%-47.4pp | 69.2%-55.2pp | 68.3%-54.4pp |
| Annual return | 18.58% | 18.70%-0.1pp | 30.53%-11.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,874 | $1,522+23.1% | $2,289-18.1% | $2,631-28.8% |
| Participant deferral / active EE | $2,054 | $3,099-33.7% | $4,084-49.7% | $4,212-51.2% |
| Admin fee / account holder | $9,939 | $6,514+52.6% | $8,777+13.2% | $7,344+35.3% |