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 | $138,591 | $81,460+70.1% | $103,333+34.1% | $80,856+71.4% |
| Participation rate | 68.4% | 66.8%+1.6pp | 74.5%-6.1pp | 67.6%+0.8pp |
| Annual return | 14.20% | 25.55%-11.3pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,181 | $3,105+2.4% | $3,868-17.8% | $2,755+15.5% |
| Participant deferral / active EE | $7,376 | $3,869+90.7% | $5,057+45.8% | $4,296+71.7% |
| Admin fee / account holder | $1,757 | $6,566-73.2% | $8,355-79.0% | $6,918-74.6% |