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 | $176,204 | $109,881+60.4% | $150,045+17.4% | $84,808+107.8% |
| Participation rate | 68.0% | 76.1%-8.1pp | 82.3%-14.3pp | 68.3%-0.3pp |
| Annual return | 15.50% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,022 | $3,561-71.3% | $4,693-78.2% | $2,631-61.2% |
| Participant deferral / active EE | $5,956 | $6,636-10.2% | $7,997-25.5% | $4,212+41.4% |
| Admin fee / account holder | $7,364 | $8,568-14.1% | $13,435-45.2% | $7,344+0.3% |