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 | $227,523 | $74,927+203.7% | $101,794+123.5% | $84,808+168.3% |
| Participation rate | 46.9% | 61.4%-14.5pp | 69.2%-22.3pp | 68.3%-21.4pp |
| Annual return | 15.87% | 18.70%-2.8pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,510 | $1,522+64.9% | $2,289+9.7% | $2,631-4.6% |
| Participant deferral / active EE | $5,616 | $3,099+81.2% | $4,084+37.5% | $4,212+33.3% |
| Admin fee / account holder | $7,442 | $6,514+14.2% | $8,777-15.2% | $7,344+1.3% |