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 | $166,806 | $124,281+34.2% | $109,143+52.8% | $167,490-0.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 18.48% | 26.04%-7.6pp | 25.75%-7.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,423 | $4,207-66.2% | $3,722-61.8% | $4,837-70.6% |
| Participant deferral / active EE | $3,305 | $5,255-37.1% | $4,653-29.0% | $6,341-47.9% |
| Admin fee / account holder | $969 | $7,970-87.8% | $6,752-85.6% | $12,309-92.1% |