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 | $181,918 | $127,065+43.2% | $113,168+60.8% | $142,382+27.8% |
| Participation rate | 68.8% | 79.2%-10.5pp | 76.6%-7.8pp | 80.1%-11.4pp |
| Annual return | 18.34% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,764 | $3,442-48.8% | $2,975-40.7% | $4,299-59.0% |
| Participant deferral / active EE | $5,090 | $5,716-11.0% | $5,107-0.3% | $6,507-21.8% |
| Admin fee / account holder | $21,623 | $15,736+37.4% | $12,068+79.2% | $12,624+71.3% |