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 | $148,071 | $58,512+153.1% | $84,015+76.2% | $72,985+102.9% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 19.76% | 28.93%-9.2pp | 71.31%-51.5pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,033 | $1,163+160.8% | $1,983+52.9% | $2,440+24.3% |
| Participant deferral / active EE | $4,990 | $2,394+108.4% | $3,239+54.1% | $3,607+38.3% |
| Admin fee / account holder | $3,781 | $4,569-17.2% | $6,101-38.0% | $5,124-26.2% |