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 | $177,476 | $101,724+74.5% | $164,813+7.7% | $80,856+119.5% |
| Participation rate | 57.1% | 71.8%-14.7pp | 78.6%-21.5pp | 67.6%-10.5pp |
| Annual return | 16.67% | 16.72%0pp | 69.93%-53.3pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,626 | $2,953-11.1% | $4,341-39.5% | $2,755-4.7% |
| Participant deferral / active EE | $6,963 | $4,477+55.5% | $6,031+15.5% | $4,296+62.1% |
| Admin fee / account holder | $6,663 | $8,227-19.0% | $12,690-47.5% | $6,918-3.7% |