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 | $157,969 | $86,929+81.7% | $102,423+54.2% | $80,856+95.4% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.6%-4.0pp |
| Annual return | 12.87% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,738 | $2,369-26.6% | $3,023-42.5% | $2,755-36.9% |
| Participant deferral / active EE | $4,219 | $4,118+2.4% | $5,053-16.5% | $4,296-1.8% |
| Admin fee / account holder | $14,717 | $8,049+82.8% | $9,451+55.7% | $6,918+112.7% |