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 | $147,417 | $83,477+76.6% | $125,175+17.8% | $72,985+102.0% |
| Participation rate | 65.7% | 73.3%-7.6pp | 79.8%-14.1pp | 69.5%-3.8pp |
| Annual return | 21.33% | 25.78%-4.5pp | 43.79%-22.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,465 | $2,345-37.5% | $3,865-62.1% | $2,440-40.0% |
| Participant deferral / active EE | $6,759 | $3,585+88.5% | $4,937+36.9% | $3,607+87.4% |
| Admin fee / account holder | $1,537 | $5,517-72.1% | $9,702-84.2% | $5,124-70.0% |