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 | $140,142 | $68,547+104.4% | $120,354+16.4% | $80,856+73.3% |
| Participation rate | 68.6% | 61.6%+7.0pp | 71.9%-3.3pp | 67.6%+0.9pp |
| Annual return | 13.87% | 23.60%-9.7pp | 107.15%-93.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,026 | $2,051+47.5% | $3,463-12.6% | $2,755+9.9% |
| Participant deferral / active EE | $5,199 | $3,173+63.8% | $4,991+4.2% | $4,296+21.0% |
| Admin fee / account holder | $6,964 | $5,732+21.5% | $9,423-26.1% | $6,918+0.7% |