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 | $209,005 | $80,717+158.9% | $154,803+35.0% | $84,808+146.4% |
| Participation rate | 51.3% | 66.8%-15.5pp | 78.1%-26.8pp | 68.3%-17.0pp |
| Annual return | 17.20% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $578 | $2,761-79.1% | $4,305-86.6% | $2,631-78.0% |
| Participant deferral / active EE | $4,958 | $3,303+50.1% | $5,540-10.5% | $4,212+17.7% |
| Admin fee / account holder | $410 | $6,746-93.9% | $14,329-97.1% | $7,344-94.4% |