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 | $125,841 | $64,480+95.2% | $81,382+54.6% | $80,856+55.6% |
| Participation rate | 46.3% | 63.9%-17.6pp | 69.5%-23.2pp | 67.6%-21.4pp |
| Annual return | 17.23% | 16.34%+0.9pp | 24.73%-7.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,352 | $1,978-31.7% | $2,463-45.1% | $2,755-50.9% |
| Participant deferral / active EE | $2,967 | $3,094-4.1% | $3,883-23.6% | $4,296-30.9% |
| Admin fee / account holder | $1,676 | $5,671-70.4% | $5,768-70.9% | $6,918-75.8% |