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 | $221,210 | $95,803+130.9% | $113,168+95.5% | $84,808+160.8% |
| Participation rate | 66.3% | 72.9%-6.6pp | 76.6%-10.3pp | 68.3%-2.0pp |
| Annual return | 18.20% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,455 | $2,360+4.0% | $2,975-17.5% | $2,631-6.7% |
| Participant deferral / active EE | $5,307 | $4,242+25.1% | $5,107+3.9% | $4,212+26.0% |
| Admin fee / account holder | $19,449 | $8,989+116.4% | $12,068+61.2% | $7,344+164.8% |