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 | $170,215 | $81,460+109.0% | $103,333+64.7% | $80,856+110.5% |
| Participation rate | 56.4% | 66.8%-10.5pp | 74.5%-18.1pp | 67.6%-11.3pp |
| Annual return | 27.24% | 25.55%+1.7pp | 24.88%+2.4pp | 35.59%-8.4pp |
| Employer contribution / active EE | $2,537 | $3,105-18.3% | $3,868-34.4% | $2,755-7.9% |
| Participant deferral / active EE | $3,290 | $3,869-15.0% | $5,057-35.0% | $4,296-23.4% |
| Admin fee / account holder | $29,055 | $6,566+342.5% | $8,355+247.8% | $6,918+320.0% |