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 9-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 | $166,024 | $148,978+11.4% | $200,582-17.2% | $84,808+95.8% |
| Participation rate | 37.3% | 84.2%-47.0pp | 86.9%-49.6pp | 68.3%-31.1pp |
| Annual return | 18.05% | 28.16%-10.1pp | 42.33%-24.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,339 | $4,815-30.7% | $6,419-48.0% | $2,631+26.9% |
| Participant deferral / active EE | $4,828 | $7,142-32.4% | $9,331-48.3% | $4,212+14.6% |
| Admin fee / account holder | $15,301 | $13,977+9.5% | $16,305-6.2% | $7,344+108.4% |