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 | $128,159 | $81,460+57.3% | $103,333+24.0% | $80,856+58.5% |
| Participation rate | 64.7% | 66.8%-2.1pp | 74.5%-9.8pp | 67.6%-2.9pp |
| Annual return | 13.17% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,331 | $3,105+7.3% | $3,868-13.9% | $2,755+20.9% |
| Participant deferral / active EE | $7,125 | $3,869+84.2% | $5,057+40.9% | $4,296+65.9% |
| Admin fee / account holder | $18,007 | $6,566+174.2% | $8,355+115.5% | $6,918+160.3% |