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 | $162,144 | $95,803+69.2% | $113,168+43.3% | $84,808+91.2% |
| Participation rate | 58.8% | 72.9%-14.0pp | 76.6%-17.7pp | 68.3%-9.5pp |
| Annual return | 16.84% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,874 | $2,360-20.6% | $2,975-37.0% | $2,631-28.8% |
| Participant deferral / active EE | $7,497 | $4,242+76.7% | $5,107+46.8% | $4,212+78.0% |
| Admin fee / account holder | $18,482 | $8,989+105.6% | $12,068+53.2% | $7,344+151.7% |