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 | $234,532 | $94,625+147.9% | $116,228+101.8% | $84,808+176.5% |
| Participation rate | 67.6% | 70.4%-2.9pp | 74.6%-7.0pp | 68.3%-0.7pp |
| Annual return | 13.72% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,205 | $2,347-6.0% | $2,994-26.4% | $2,631-16.2% |
| Participant deferral / active EE | $3,856 | $3,972-2.9% | $4,953-22.1% | $4,212-8.4% |
| Admin fee / account holder | $5,638 | $10,091-44.1% | $11,989-53.0% | $7,344-23.2% |