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 | $121,150 | $72,492+67.1% | $87,100+39.1% | $72,985+66.0% |
| Participation rate | 58.8% | 72.8%-14.0pp | 76.9%-18.0pp | 69.5%-10.7pp |
| Annual return | 30.04% | 24.46%+5.6pp | 28.19%+1.9pp | 81.00%-51.0pp |
| Employer contribution / active EE | $608 | $1,894-67.9% | $2,521-75.9% | $2,440-75.1% |
| Participant deferral / active EE | $3,471 | $3,270+6.1% | $4,049-14.3% | $3,607-3.8% |
| Admin fee / account holder | $12,084 | $5,055+139.1% | $7,497+61.2% | $5,124+135.8% |