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 | $146,669 | $95,803+53.1% | $113,168+29.6% | $84,808+72.9% |
| Participation rate | 68.6% | 72.9%-4.3pp | 76.6%-8.0pp | 68.3%+0.3pp |
| Annual return | 14.76% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,394 | $2,360+1.5% | $2,975-19.5% | $2,631-9.0% |
| Participant deferral / active EE | $7,522 | $4,242+77.3% | $5,107+47.3% | $4,212+78.6% |
| Admin fee / account holder | $9,504 | $8,989+5.7% | $12,068-21.2% | $7,344+29.4% |