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 | $177,187 | $81,460+117.5% | $103,333+71.5% | $80,856+119.1% |
| Participation rate | 44.8% | 66.8%-22.0pp | 74.5%-29.7pp | 67.6%-22.8pp |
| Annual return | 14.44% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,195 | $3,105+2.9% | $3,868-17.4% | $2,755+16.0% |
| Participant deferral / active EE | $6,103 | $3,869+57.8% | $5,057+20.7% | $4,296+42.1% |
| Admin fee / account holder | $19,171 | $6,566+192.0% | $8,355+129.5% | $6,918+177.1% |