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 | $111,217 | $60,022+85.3% | $88,946+25.0% | $84,808+31.1% |
| Participation rate | 54.3% | 57.8%-3.5pp | 68.8%-14.5pp | 68.3%-14.0pp |
| Annual return | 21.05% | 22.43%-1.4pp | 57.82%-36.8pp | 40.90%-19.8pp |
| Employer contribution / active EE | $3,643 | $1,703+113.9% | $2,555+42.6% | $2,631+38.5% |
| Participant deferral / active EE | $9,244 | $3,114+196.9% | $4,581+101.8% | $4,212+119.5% |
| Admin fee / account holder | $17,152 | $4,811+256.5% | $8,261+107.6% | $7,344+133.6% |