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 | $190,392 | $72,492+162.6% | $87,100+118.6% | $72,985+160.9% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.9%-28.7pp | 69.5%-21.3pp |
| Annual return | 19.58% | 24.46%-4.9pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $489 | $1,894-74.2% | $2,521-80.6% | $2,440-79.9% |
| Participant deferral / active EE | $3,426 | $3,270+4.8% | $4,049-15.4% | $3,607-5.0% |
| Admin fee / account holder | $8,750 | $5,055+73.1% | $7,497+16.7% | $5,124+70.7% |