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 | $163,785 | $95,803+71.0% | $113,168+44.7% | $84,808+93.1% |
| Participation rate | 67.9% | 72.9%-5.0pp | 76.6%-8.7pp | 68.3%-0.5pp |
| Annual return | 13.56% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,363 | $2,360-42.2% | $2,975-54.2% | $2,631-48.2% |
| Participant deferral / active EE | $4,142 | $4,242-2.4% | $5,107-18.9% | $4,212-1.7% |
| Admin fee / account holder | $34,563 | $8,989+284.5% | $12,068+186.4% | $7,344+370.6% |