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 | $181,901 | $89,753+102.7% | $107,525+69.2% | $84,808+114.5% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 14.13% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,543 | $3,113+13.8% | $3,754-5.6% | $2,631+34.6% |
| Participant deferral / active EE | $7,205 | $4,056+77.6% | $5,116+40.8% | $4,212+71.1% |
| Admin fee / account holder | $11,231 | $7,222+55.5% | $8,919+25.9% | $7,344+52.9% |