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 4-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 | $209,067 | $163,101+28.2% | $136,749+52.9% | $142,382+46.8% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 10.72% | 27.54%-16.8pp | 24.33%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,518 | $4,117-63.1% | $3,400-55.3% | $4,299-64.7% |
| Participant deferral / active EE | $2,788 | $5,585-50.1% | $4,692-40.6% | $6,507-57.2% |
| Admin fee / account holder | $5,719 | $14,318-60.1% | $11,386-49.8% | $12,624-54.7% |