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 | $122,654 | $80,717+52.0% | $154,803-20.8% | $84,808+44.6% |
| Participation rate | 54.2% | 66.8%-12.6pp | 78.1%-23.9pp | 68.3%-14.1pp |
| Annual return | 18.92% | 37.96%-19.0pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $4,667 | $2,761+69.0% | $4,305+8.4% | $2,631+77.4% |
| Participant deferral / active EE | $4,239 | $3,303+28.3% | $5,540-23.5% | $4,212+0.6% |
| Admin fee / account holder | $3,926 | $6,746-41.8% | $14,329-72.6% | $7,344-46.5% |