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 4-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 | $203,208 | $95,266+113.3% | $82,389+146.6% | $142,382+42.7% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.5%-25.1pp | 80.1%-35.7pp |
| Annual return | 18.65% | 25.74%-7.1pp | 28.67%-10.0pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,275 | $2,991+9.5% | $2,517+30.1% | $4,299-23.8% |
| Participant deferral / active EE | $6,039 | $4,809+25.6% | $4,155+45.4% | $6,507-7.2% |
| Admin fee / account holder | $8,170 | $8,563-4.6% | $7,231+13.0% | $12,624-35.3% |