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 3-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 | $185,525 | $109,881+68.8% | $150,045+23.6% | $84,808+118.8% |
| Participation rate | 21.1% | 76.1%-55.0pp | 82.3%-61.3pp | 68.3%-47.3pp |
| Annual return | 15.30% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $975 | $3,561-72.6% | $4,693-79.2% | $2,631-62.9% |
| Participant deferral / active EE | $4,506 | $6,636-32.1% | $7,997-43.7% | $4,212+7.0% |
| Admin fee / account holder | $9,911 | $8,568+15.7% | $13,435-26.2% | $7,344+35.0% |