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 | $145,966 | $80,717+80.8% | $154,803-5.7% | $84,808+72.1% |
| Participation rate | 69.4% | 66.8%+2.6pp | 78.1%-8.6pp | 68.3%+1.1pp |
| Annual return | 14.20% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $824 | $2,761-70.2% | $4,305-80.9% | $2,631-68.7% |
| Participant deferral / active EE | $6,430 | $3,303+94.7% | $5,540+16.1% | $4,212+52.7% |
| Admin fee / account holder | $18,051 | $6,746+167.6% | $14,329+26.0% | $7,344+145.8% |