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 | $149,053 | $93,571+59.3% | $135,903+9.7% | $75,163+98.3% |
| Participation rate | 65.9% | 75.2%-9.3pp | 81.9%-16.1pp | 67.2%-1.3pp |
| Annual return | 16.16% | 30.90%-14.7pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,183 | $3,537-10.0% | $4,856-34.5% | $2,670+19.2% |
| Participant deferral / active EE | $6,209 | $6,404-3.0% | $7,758-20.0% | $4,125+50.5% |
| Admin fee / account holder | $3,801 | $6,975-45.5% | $10,762-64.7% | $5,651-32.7% |