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 | $132,797 | $72,277+83.7% | $101,248+31.2% | $79,858+66.3% |
| Participation rate | 60.9% | 68.5%-7.5pp | 75.8%-14.9pp | 69.6%-8.7pp |
| Annual return | 17.18% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,227 | $2,692-17.3% | $3,660-39.1% | $2,471-9.9% |
| Participant deferral / active EE | $5,089 | $3,282+55.1% | $4,370+16.5% | $3,740+36.1% |
| Admin fee / account holder | $3,432 | $4,400-22.0% | $5,945-42.3% | $5,306-35.3% |