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 | $232,271 | $60,892+281.4% | $82,389+181.9% | $84,808+173.9% |
| Participation rate | 30.3% | 63.3%-33.0pp | 69.5%-39.2pp | 68.3%-38.0pp |
| Annual return | 20.86% | 37.29%-16.4pp | 28.67%-7.8pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,270 | $1,779-28.6% | $2,517-49.5% | $2,631-51.7% |
| Participant deferral / active EE | $2,154 | $3,179-32.2% | $4,155-48.2% | $4,212-48.9% |
| Admin fee / account holder | $7,602 | $5,467+39.0% | $7,231+5.1% | $7,344+3.5% |