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 | $205,440 | $79,944+157.0% | $98,439+108.7% | $75,163+173.3% |
| Participation rate | 65.4% | 70.4%-5.0pp | 75.2%-9.8pp | 67.2%-1.8pp |
| Annual return | 16.65% | 19.75%-3.1pp | 21.16%-4.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,504 | $2,264+10.6% | $3,048-17.9% | $2,670-6.2% |
| Participant deferral / active EE | $6,598 | $3,752+75.8% | $4,738+39.3% | $4,125+59.9% |
| Admin fee / account holder | $1,358 | $6,840-80.1% | $8,948-84.8% | $5,651-76.0% |