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 | $241,415 | $95,803+152.0% | $113,168+113.3% | $84,808+184.7% |
| Participation rate | 69.2% | 72.9%-3.6pp | 76.6%-7.3pp | 68.3%+0.9pp |
| Annual return | 14.97% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $977 | $2,360-58.6% | $2,975-67.2% | $2,631-62.9% |
| Participant deferral / active EE | $2,211 | $4,242-47.9% | $5,107-56.7% | $4,212-47.5% |
| Admin fee / account holder | $8,237 | $8,989-8.4% | $12,068-31.7% | $7,344+12.2% |