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 | $164,135 | $109,881+49.4% | $150,045+9.4% | $84,808+93.5% |
| Participation rate | 68.0% | 76.1%-8.1pp | 82.3%-14.3pp | 68.3%-0.3pp |
| Annual return | 18.28% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,944 | $3,561-17.3% | $4,693-37.3% | $2,631+11.9% |
| Participant deferral / active EE | $8,204 | $6,636+23.6% | $7,997+2.6% | $4,212+94.8% |
| Admin fee / account holder | $30,607 | $8,568+257.2% | $13,435+127.8% | $7,344+316.8% |