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 | $200,077 | $59,839+234.4% | $81,983+144.0% | $79,858+150.5% |
| Participation rate | 61.3% | 61.6%-0.3pp | 69.2%-8.0pp | 69.6%-8.3pp |
| Annual return | 14.77% | 17.56%-2.8pp | 41.31%-26.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,089 | $1,713+80.3% | $2,498+23.7% | $2,471+25.0% |
| Participant deferral / active EE | $6,924 | $2,695+156.9% | $3,722+86.0% | $3,740+85.1% |
| Admin fee / account holder | $5,021 | $4,287+17.1% | $5,664-11.3% | $5,306-5.4% |