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 | $134,246 | $80,673+66.4% | $101,326+32.5% | $84,808+58.3% |
| Participation rate | 61.5% | 77.8%-16.2pp | 81.5%-20.0pp | 68.3%-6.8pp |
| Annual return | 18.05% | 38.95%-20.9pp | 36.82%-18.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,501 | $2,698-7.3% | $3,665-31.8% | $2,631-5.0% |
| Participant deferral / active EE | $4,967 | $6,840-27.4% | $7,994-37.9% | $4,212+17.9% |
| Admin fee / account holder | $1,433 | $12,784-88.8% | $11,185-87.2% | $7,344-80.5% |