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 | $125,598 | $109,881+14.3% | $150,045-16.3% | $84,808+48.1% |
| Participation rate | 67.7% | 76.1%-8.3pp | 82.3%-14.6pp | 68.3%-0.6pp |
| Annual return | 16.75% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,875 | $3,561-19.3% | $4,693-38.7% | $2,631+9.3% |
| Participant deferral / active EE | $6,359 | $6,636-4.2% | $7,997-20.5% | $4,212+51.0% |
| Admin fee / account holder | $660 | $8,568-92.3% | $13,435-95.1% | $7,344-91.0% |