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 | $174,013 | $78,926+120.5% | $136,749+27.2% | $84,808+105.2% |
| Participation rate | 45.1% | 62.2%-17.1pp | 72.1%-27.0pp | 68.3%-23.2pp |
| Annual return | 19.53% | 18.17%+1.4pp | 24.33%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,007 | $2,134-5.9% | $3,400-41.0% | $2,631-23.7% |
| Participant deferral / active EE | $4,156 | $3,168+31.2% | $4,692-11.4% | $4,212-1.3% |
| Admin fee / account holder | $24,211 | $6,369+280.1% | $11,386+112.6% | $7,344+229.7% |