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 | $128,851 | $83,477+54.4% | $125,175+2.9% | $72,985+76.5% |
| Participation rate | 65.8% | 73.3%-7.5pp | 79.8%-14.0pp | 69.5%-3.7pp |
| Annual return | 37.00% | 25.78%+11.2pp | 43.79%-6.8pp | 81.00%-44.0pp |
| Employer contribution / active EE | $1,472 | $2,345-37.2% | $3,865-61.9% | $2,440-39.7% |
| Participant deferral / active EE | $4,726 | $3,585+31.8% | $4,937-4.3% | $3,607+31.0% |
| Admin fee / account holder | $2,396 | $5,517-56.6% | $9,702-75.3% | $5,124-53.2% |