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 | $163,111 | $109,881+48.4% | $150,045+8.7% | $84,808+92.3% |
| Participation rate | 38.7% | 76.1%-37.4pp | 82.3%-43.6pp | 68.3%-29.6pp |
| Annual return | 14.37% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,650 | $3,561-53.7% | $4,693-64.8% | $2,631-37.3% |
| Participant deferral / active EE | $5,090 | $6,636-23.3% | $7,997-36.4% | $4,212+20.9% |
| Admin fee / account holder | $3,298 | $8,568-61.5% | $13,435-75.5% | $7,344-55.1% |