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 | $171,897 | $81,248+111.6% | $155,509+10.5% | $80,856+112.6% |
| Participation rate | 55.9% | 66.2%-10.3pp | 78.2%-22.3pp | 67.6%-11.7pp |
| Annual return | 24.07% | 33.31%-9.2pp | 64.67%-40.6pp | 35.59%-11.5pp |
| Employer contribution / active EE | $2,851 | $3,100-8.0% | $4,672-39.0% | $2,755+3.5% |
| Participant deferral / active EE | $5,322 | $3,452+54.2% | $5,626-5.4% | $4,296+23.9% |
| Admin fee / account holder | $14,534 | $7,997+81.7% | $15,912-8.7% | $6,918+110.1% |