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 | $212,021 | $80,717+162.7% | $154,803+37.0% | $84,808+150.0% |
| Participation rate | 25.6% | 66.8%-41.2pp | 78.1%-52.4pp | 68.3%-42.7pp |
| Annual return | 17.94% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,134 | $2,761-58.9% | $4,305-73.7% | $2,631-56.9% |
| Participant deferral / active EE | $3,109 | $3,303-5.9% | $5,540-43.9% | $4,212-26.2% |
| Admin fee / account holder | $1,028 | $6,746-84.8% | $14,329-92.8% | $7,344-86.0% |