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 | $224,201 | $117,983+90.0% | $101,794+120.3% | $142,382+57.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 14.38% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,401 | $2,773-13.4% | $2,289+4.9% | $4,299-44.2% |
| Participant deferral / active EE | $3,649 | $4,714-22.6% | $4,084-10.6% | $6,507-43.9% |
| Admin fee / account holder | $2,472 | $10,433-76.3% | $8,777-71.8% | $12,624-80.4% |