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 | $161,932 | $73,933+119.0% | $96,683+67.5% | $75,163+115.4% |
| Participation rate | 61.8% | 66.4%-4.7pp | 74.3%-12.6pp | 67.2%-5.4pp |
| Annual return | 17.73% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,371 | $2,928-53.2% | $3,737-63.3% | $2,670-48.7% |
| Participant deferral / active EE | $4,165 | $3,659+13.8% | $4,878-14.6% | $4,125+1.0% |
| Admin fee / account holder | $6,832 | $5,216+31.0% | $6,730+1.5% | $5,651+20.9% |