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 | $114,092 | $67,606+68.8% | $82,313+38.6% | $70,131+62.7% |
| Participation rate | 56.5% | 72.8%-16.3pp | 76.9%-20.4pp | 69.5%-13.1pp |
| Annual return | 20.44% | 21.57%-1.1pp | 25.88%-5.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,255 | $1,755+28.5% | $2,428-7.1% | $2,342-3.7% |
| Participant deferral / active EE | $3,790 | $2,987+26.9% | $3,706+2.3% | $3,332+13.8% |
| Admin fee / account holder | $18,897 | $4,512+318.8% | $5,608+237.0% | $4,645+306.8% |