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 | $164,887 | $94,625+74.3% | $116,228+41.9% | $84,808+94.4% |
| Participation rate | 42.4% | 70.4%-28.0pp | 74.6%-32.1pp | 68.3%-25.9pp |
| Annual return | 12.27% | 20.40%-8.1pp | 90.06%-77.8pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,217 | $2,347+37.1% | $2,994+7.4% | $2,631+22.3% |
| Participant deferral / active EE | $6,110 | $3,972+53.8% | $4,953+23.3% | $4,212+45.1% |
| Admin fee / account holder | $9,737 | $10,091-3.5% | $11,989-18.8% | $7,344+32.6% |