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 6-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 | $139,139 | $60,022+131.8% | $88,946+56.4% | $84,808+64.1% |
| Participation rate | 55.6% | 57.8%-2.3pp | 68.8%-13.3pp | 68.3%-12.8pp |
| Annual return | 13.78% | 22.43%-8.7pp | 57.82%-44.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,568 | $1,703-7.9% | $2,555-38.6% | $2,631-40.4% |
| Participant deferral / active EE | $7,381 | $3,114+137.1% | $4,581+61.1% | $4,212+75.3% |
| Admin fee / account holder | $23,734 | $4,811+393.3% | $8,261+187.3% | $7,344+223.2% |