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 | $196,238 | $117,983+66.3% | $101,794+92.8% | $142,382+37.8% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.2%-54.9pp | 80.1%-65.8pp |
| Annual return | 12.97% | 36.92%-23.9pp | 30.53%-17.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $825 | $10,433-92.1% | $8,777-90.6% | $12,624-93.5% |