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 | $183,309 | $51,576+255.4% | $129,207+41.9% | $80,856+126.7% |
| Participation rate | 66.0% | 57.0%+9.0pp | 69.6%-3.7pp | 67.6%-1.7pp |
| Annual return | 12.25% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,764 | $1,584+11.4% | $4,153-57.5% | $2,755-35.9% |
| Participant deferral / active EE | $6,801 | $2,669+154.8% | $4,168+63.2% | $4,296+58.3% |
| Admin fee / account holder | $13,545 | $4,305+214.6% | $7,715+75.6% | $6,918+95.8% |