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 | $204,332 | $68,719+197.3% | $91,541+123.2% | $84,808+140.9% |
| Participation rate | 61.8% | 64.5%-2.7pp | 69.8%-8.0pp | 68.3%-6.5pp |
| Annual return | 13.33% | 19.12%-5.8pp | 20.50%-7.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,632 | $1,920-15.0% | $2,505-34.8% | $2,631-38.0% |
| Participant deferral / active EE | $3,493 | $3,136+11.4% | $4,008-12.9% | $4,212-17.1% |
| Admin fee / account holder | $10,577 | $5,786+82.8% | $6,956+52.0% | $7,344+44.0% |