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 | $168,847 | $54,705+208.6% | $71,209+137.1% | $84,808+99.1% |
| Participation rate | 44.0% | 64.1%-20.1pp | 73.8%-29.8pp | 68.3%-24.3pp |
| Annual return | 14.83% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,709 | $2,158-20.8% | $2,721-37.2% | $2,631-35.0% |
| Participant deferral / active EE | $4,508 | $3,030+48.8% | $4,175+8.0% | $4,212+7.0% |
| Admin fee / account holder | $6,202 | $4,863+27.5% | $5,349+15.9% | $7,344-15.6% |