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 | $215,623 | $57,016+278.2% | $84,966+153.8% | $80,856+166.7% |
| Participation rate | 27.9% | 56.3%-28.4pp | 67.5%-39.6pp | 67.6%-39.7pp |
| Annual return | 10.57% | 21.66%-11.1pp | 66.38%-55.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $636 | $1,798-64.6% | $2,727-76.7% | $2,755-76.9% |
| Participant deferral / active EE | $1,988 | $3,110-36.1% | $4,519-56.0% | $4,296-53.7% |
| Admin fee / account holder | $16,436 | $4,980+230.0% | $6,149+167.3% | $6,918+137.6% |