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 | $176,043 | $57,016+208.8% | $84,966+107.2% | $80,856+117.7% |
| Participation rate | 42.3% | 56.3%-14.0pp | 67.5%-25.2pp | 67.6%-25.3pp |
| Annual return | 11.30% | 21.66%-10.4pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,428 | $1,798-20.6% | $2,727-47.7% | $2,755-48.2% |
| Participant deferral / active EE | $3,161 | $3,110+1.7% | $4,519-30.0% | $4,296-26.4% |
| Admin fee / account holder | $5,140 | $4,980+3.2% | $6,149-16.4% | $6,918-25.7% |