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 5-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 | $223,938 | $163,101+37.3% | $136,749+63.8% | $142,382+57.3% |
| Participation rate | 65.2% | 78.2%-13.0pp | 72.1%-6.9pp | 80.1%-14.9pp |
| Annual return | 19.40% | 27.54%-8.1pp | 24.33%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,483 | $4,117-64.0% | $3,400-56.4% | $4,299-65.5% |
| Participant deferral / active EE | $4,396 | $5,585-21.3% | $4,692-6.3% | $6,507-32.4% |
| Admin fee / account holder | $1,528 | $14,318-89.3% | $11,386-86.6% | $12,624-87.9% |