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 | $192,680 | $60,022+221.0% | $88,946+116.6% | $84,808+127.2% |
| Participation rate | 57.7% | 57.8%-0.1pp | 68.8%-11.2pp | 68.3%-10.6pp |
| Annual return | 17.95% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,473 | $1,703-13.5% | $2,555-42.4% | $2,631-44.0% |
| Participant deferral / active EE | $3,836 | $3,114+23.2% | $4,581-16.3% | $4,212-8.9% |
| Admin fee / account holder | $7,675 | $4,811+59.5% | $8,261-7.1% | $7,344+4.5% |