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 | $195,332 | $81,460+139.8% | $103,333+89.0% | $80,856+141.6% |
| Participation rate | 27.8% | 66.8%-39.1pp | 74.5%-46.7pp | 67.6%-39.9pp |
| Annual return | 34.79% | 25.55%+9.2pp | 24.88%+9.9pp | 35.59%-0.8pp |
| Employer contribution / active EE | $852 | $3,105-72.6% | $3,868-78.0% | $2,755-69.1% |
| Participant deferral / active EE | $2,902 | $3,869-25.0% | $5,057-42.6% | $4,296-32.4% |
| Admin fee / account holder | $562 | $6,566-91.4% | $8,355-93.3% | $6,918-91.9% |