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 | $174,050 | $109,881+58.4% | $150,045+16.0% | $84,808+105.2% |
| Participation rate | 43.6% | 76.1%-32.5pp | 82.3%-38.7pp | 68.3%-24.7pp |
| Annual return | 15.36% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,449 | $3,561-31.2% | $4,693-47.8% | $2,631-6.9% |
| Participant deferral / active EE | $4,605 | $6,636-30.6% | $7,997-42.4% | $4,212+9.3% |
| Admin fee / account holder | $10,718 | $8,568+25.1% | $13,435-20.2% | $7,344+45.9% |