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 | $220,182 | $94,625+132.7% | $116,228+89.4% | $84,808+159.6% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.6%-41.2pp | 68.3%-35.0pp |
| Annual return | 17.69% | 20.40%-2.7pp | 90.06%-72.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,247 | $2,347-46.8% | $2,994-58.3% | $2,631-52.6% |
| Participant deferral / active EE | $3,414 | $3,972-14.0% | $4,953-31.1% | $4,212-18.9% |
| Admin fee / account holder | $668 | $10,091-93.4% | $11,989-94.4% | $7,344-90.9% |