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 8-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 | $217,341 | $163,101+33.3% | $136,749+58.9% | $142,382+52.6% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 12.96% | 27.54%-14.6pp | 24.33%-11.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,355 | $4,117-67.1% | $3,400-60.1% | $4,299-68.5% |
| Participant deferral / active EE | $1,786 | $5,585-68.0% | $4,692-61.9% | $6,507-72.6% |
| Admin fee / account holder | $6,384 | $14,318-55.4% | $11,386-43.9% | $12,624-49.4% |