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 | $184,359 | $81,460+126.3% | $103,333+78.4% | $80,856+128.0% |
| Participation rate | 62.9% | 66.8%-4.0pp | 74.5%-11.7pp | 67.6%-4.8pp |
| Annual return | 15.52% | 25.55%-10.0pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,380 | $3,105-23.4% | $3,868-38.5% | $2,755-13.6% |
| Participant deferral / active EE | $3,831 | $3,869-1.0% | $5,057-24.3% | $4,296-10.8% |
| Admin fee / account holder | $3,866 | $6,566-41.1% | $8,355-53.7% | $6,918-44.1% |