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 8-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 | $148,203 | $71,050+108.6% | $93,606+58.3% | $80,856+83.3% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 11.93% | 11.26%+0.7pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,932 | $1,564+87.5% | $2,420+21.2% | $2,755+6.4% |
| Participant deferral / active EE | $7,167 | $4,034+77.7% | $4,411+62.5% | $4,296+66.8% |
| Admin fee / account holder | $2,351 | $6,945-66.2% | $8,285-71.6% | $6,918-66.0% |