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 | $202,176 | $109,413+84.8% | $156,263+29.4% | $84,808+138.4% |
| Participation rate | 29.7% | 72.7%-43.0pp | 78.9%-49.2pp | 68.3%-38.6pp |
| Annual return | 17.94% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,218 | $2,907-58.1% | $4,333-71.9% | $2,631-53.7% |
| Participant deferral / active EE | $2,891 | $4,590-37.0% | $6,158-53.1% | $4,212-31.4% |
| Admin fee / account holder | $4,286 | $9,357-54.2% | $14,255-69.9% | $7,344-41.6% |