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 | $158,610 | $109,881+44.3% | $150,045+5.7% | $84,808+87.0% |
| Participation rate | 62.2% | 76.1%-13.9pp | 82.3%-20.2pp | 68.3%-6.1pp |
| Annual return | 17.15% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,492 | $3,561-58.1% | $4,693-68.2% | $2,631-43.3% |
| Participant deferral / active EE | $7,626 | $6,636+14.9% | $7,997-4.6% | $4,212+81.1% |
| Admin fee / account holder | $6,838 | $8,568-20.2% | $13,435-49.1% | $7,344-6.9% |