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 | $210,293 | $89,753+134.3% | $107,525+95.6% | $84,808+148.0% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 27.61% | 29.48%-1.9pp | 181.32%-153.7pp | 40.90%-13.3pp |
| Employer contribution / active EE | $1,795 | $3,113-42.4% | $3,754-52.2% | $2,631-31.8% |
| Participant deferral / active EE | $5,092 | $4,056+25.5% | $5,116-0.5% | $4,212+20.9% |
| Admin fee / account holder | $5,889 | $7,222-18.5% | $8,919-34.0% | $7,344-19.8% |