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 | $183,887 | $109,881+67.4% | $150,045+22.6% | $84,808+116.8% |
| Participation rate | 62.1% | 76.1%-14.0pp | 82.3%-20.3pp | 68.3%-6.2pp |
| Annual return | 14.88% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,454 | $3,561-31.1% | $4,693-47.7% | $2,631-6.7% |
| Participant deferral / active EE | $7,023 | $6,636+5.8% | $7,997-12.2% | $4,212+66.8% |
| Admin fee / account holder | $5,489 | $8,568-35.9% | $13,435-59.1% | $7,344-25.3% |