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 | $173,008 | $94,625+82.8% | $116,228+48.9% | $84,808+104.0% |
| Participation rate | 41.7% | 70.4%-28.8pp | 74.6%-32.9pp | 68.3%-26.6pp |
| Annual return | 17.29% | 20.40%-3.1pp | 90.06%-72.8pp | 40.90%-23.6pp |
| Employer contribution / active EE | $946 | $2,347-59.7% | $2,994-68.4% | $2,631-64.0% |
| Participant deferral / active EE | $1,972 | $3,972-50.4% | $4,953-60.2% | $4,212-53.2% |
| Admin fee / account holder | $1,968 | $10,091-80.5% | $11,989-83.6% | $7,344-73.2% |