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 | $142,475 | $68,719+107.3% | $91,541+55.6% | $84,808+68.0% |
| Participation rate | 40.9% | 64.5%-23.6pp | 69.8%-28.9pp | 68.3%-27.4pp |
| Annual return | 14.73% | 19.12%-4.4pp | 20.50%-5.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,204 | $1,920+66.9% | $2,505+27.9% | $2,631+21.8% |
| Participant deferral / active EE | $1,493 | $3,136-52.4% | $4,008-62.7% | $4,212-64.5% |
| Admin fee / account holder | $5,158 | $5,786-10.9% | $6,956-25.9% | $7,344-29.8% |