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 | $133,541 | $72,277+84.8% | $101,248+31.9% | $79,858+67.2% |
| Participation rate | 60.5% | 68.5%-7.9pp | 75.8%-15.3pp | 69.6%-9.1pp |
| Annual return | 18.37% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,908 | $2,692+8.0% | $3,660-20.5% | $2,471+17.7% |
| Participant deferral / active EE | $6,452 | $3,282+96.6% | $4,370+47.6% | $3,740+72.5% |
| Admin fee / account holder | $3,065 | $4,400-30.4% | $5,945-48.5% | $5,306-42.2% |