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 | $226,974 | $60,022+278.1% | $88,946+155.2% | $84,808+167.6% |
| Participation rate | 18.6% | 57.8%-39.2pp | 68.8%-50.2pp | 68.3%-49.7pp |
| Annual return | 14.12% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $368 | $1,703-78.4% | $2,555-85.6% | $2,631-86.0% |
| Participant deferral / active EE | $3,402 | $3,114+9.3% | $4,581-25.7% | $4,212-19.2% |
| Admin fee / account holder | $2,285 | $4,811-52.5% | $8,261-72.3% | $7,344-68.9% |