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 | $159,911 | $81,460+96.3% | $103,333+54.8% | $80,856+97.8% |
| Participation rate | 57.7% | 66.8%-9.2pp | 74.5%-16.8pp | 67.6%-9.9pp |
| Annual return | 16.55% | 25.55%-9.0pp | 24.88%-8.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,737 | $3,105-44.1% | $3,868-55.1% | $2,755-37.0% |
| Participant deferral / active EE | $4,329 | $3,869+11.9% | $5,057-14.4% | $4,296+0.8% |
| Admin fee / account holder | $2,550 | $6,566-61.2% | $8,355-69.5% | $6,918-63.1% |