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 9-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 | $140,314 | $80,673+73.9% | $101,326+38.5% | $84,808+65.4% |
| Participation rate | 37.9% | 77.8%-39.9pp | 81.5%-43.6pp | 68.3%-30.4pp |
| Annual return | 15.40% | 38.95%-23.6pp | 36.82%-21.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,314 | $2,698-51.3% | $3,665-64.2% | $2,631-50.1% |
| Participant deferral / active EE | $3,272 | $6,840-52.2% | $7,994-59.1% | $4,212-22.3% |
| Admin fee / account holder | $2,303 | $12,784-82.0% | $11,185-79.4% | $7,344-68.6% |