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 | $136,923 | $65,365+109.5% | $92,893+47.4% | $72,985+87.6% |
| Participation rate | 55.1% | 68.3%-13.2pp | 76.0%-20.9pp | 69.5%-14.4pp |
| Annual return | 22.62% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,139 | $2,594-56.1% | $3,653-68.8% | $2,440-53.3% |
| Participant deferral / active EE | $3,629 | $3,128+16.0% | $4,236-14.3% | $3,607+0.6% |
| Admin fee / account holder | $6,105 | $4,251+43.6% | $5,794+5.4% | $5,124+19.1% |