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 | $192,095 | $124,281+54.6% | $109,143+76.0% | $167,490+14.7% |
| Participation rate | 47.4% | 79.4%-32.1pp | 75.9%-28.5pp | 82.1%-34.7pp |
| Annual return | 14.14% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,011 | $4,207-52.2% | $3,722-46.0% | $4,837-58.4% |
| Participant deferral / active EE | $5,731 | $5,255+9.0% | $4,653+23.2% | $6,341-9.6% |
| Admin fee / account holder | $6,896 | $7,970-13.5% | $6,752+2.1% | $12,309-44.0% |