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 | $184,354 | $163,101+13.0% | $136,749+34.8% | $142,382+29.5% |
| Participation rate | 56.5% | 78.2%-21.7pp | 72.1%-15.6pp | 80.1%-23.6pp |
| Annual return | 14.15% | 27.54%-13.4pp | 24.33%-10.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,433 | $4,117-65.2% | $3,400-57.8% | $4,299-66.7% |
| Participant deferral / active EE | $4,448 | $5,585-20.3% | $4,692-5.2% | $6,507-31.6% |
| Admin fee / account holder | $352 | $14,318-97.5% | $11,386-96.9% | $12,624-97.2% |