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 | $155,802 | $57,016+173.3% | $84,966+83.4% | $80,856+92.7% |
| Participation rate | 22.6% | 56.3%-33.7pp | 67.5%-44.9pp | 67.6%-45.0pp |
| Annual return | 13.47% | 21.66%-8.2pp | 66.38%-52.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,053 | $1,798+14.2% | $2,727-24.7% | $2,755-25.5% |
| Participant deferral / active EE | $3,618 | $3,110+16.4% | $4,519-19.9% | $4,296-15.8% |
| Admin fee / account holder | $3,749 | $4,980-24.7% | $6,149-39.0% | $6,918-45.8% |