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 | $187,321 | $81,460+130.0% | $103,333+81.3% | $80,856+131.7% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.6%-16.0pp |
| Annual return | 27.23% | 25.55%+1.7pp | 24.88%+2.4pp | 35.59%-8.4pp |
| Employer contribution / active EE | $1,796 | $3,105-42.2% | $3,868-53.6% | $2,755-34.8% |
| Participant deferral / active EE | $3,816 | $3,869-1.4% | $5,057-24.5% | $4,296-11.2% |
| Admin fee / account holder | $2,261 | $6,566-65.6% | $8,355-72.9% | $6,918-67.3% |