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 | $145,609 | $74,927+94.3% | $101,794+43.0% | $84,808+71.7% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.2%-0.2pp | 68.3%+0.7pp |
| Annual return | 16.01% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,083 | $1,522+36.9% | $2,289-9.0% | $2,631-20.8% |
| Participant deferral / active EE | $7,458 | $3,099+140.7% | $4,084+82.6% | $4,212+77.1% |
| Admin fee / account holder | $2,479 | $6,514-61.9% | $8,777-71.8% | $7,344-66.2% |