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 | $237,608 | $74,927+217.1% | $101,794+133.4% | $84,808+180.2% |
| Participation rate | 55.6% | 61.4%-5.8pp | 69.2%-13.6pp | 68.3%-12.8pp |
| Annual return | 12.92% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,011 | $1,522+32.2% | $2,289-12.1% | $2,631-23.5% |
| Participant deferral / active EE | $5,062 | $3,099+63.3% | $4,084+24.0% | $4,212+20.2% |
| Admin fee / account holder | $2,158 | $6,514-66.9% | $8,777-75.4% | $7,344-70.6% |