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 | $162,421 | $109,881+47.8% | $150,045+8.2% | $84,808+91.5% |
| Participation rate | 55.2% | 76.1%-20.9pp | 82.3%-27.2pp | 68.3%-13.1pp |
| Annual return | 14.22% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,317 | $3,561-34.9% | $4,693-50.6% | $2,631-11.9% |
| Participant deferral / active EE | $6,228 | $6,636-6.1% | $7,997-22.1% | $4,212+47.9% |
| Admin fee / account holder | $1,896 | $8,568-77.9% | $13,435-85.9% | $7,344-74.2% |