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 3-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 | $146,055 | $60,892+139.9% | $82,389+77.3% | $84,808+72.2% |
| Participation rate | 40.6% | 63.3%-22.6pp | 69.5%-28.9pp | 68.3%-27.7pp |
| Annual return | 16.76% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,900 | $1,779+63.0% | $2,517+15.2% | $2,631+10.2% |
| Participant deferral / active EE | $5,799 | $3,179+82.5% | $4,155+39.6% | $4,212+37.7% |
| Admin fee / account holder | $9,106 | $5,467+66.6% | $7,231+25.9% | $7,344+24.0% |