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 | $175,952 | $95,266+84.7% | $82,389+113.6% | $142,382+23.6% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.5%-32.0pp | 80.1%-42.6pp |
| Annual return | 18.30% | 25.74%-7.4pp | 28.67%-10.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,013 | $2,991-66.1% | $2,517-59.7% | $4,299-76.4% |
| Participant deferral / active EE | $3,795 | $4,809-21.1% | $4,155-8.7% | $6,507-41.7% |
| Admin fee / account holder | $1,499 | $8,563-82.5% | $7,231-79.3% | $12,624-88.1% |