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 | $202,485 | $85,022+138.2% | $70,515+187.2% | $139,434+45.2% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.3%-5.8pp | 80.3%-17.8pp |
| Annual return | 26.12% | 30.38%-4.3pp | 32.77%-6.6pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,981 | $3,909-49.3% | $2,973-33.4% | $4,751-58.3% |
| Participant deferral / active EE | $6,366 | $5,890+8.1% | $4,567+39.4% | $6,710-5.1% |
| Admin fee / account holder | $2,100 | $8,906-76.4% | $6,412-67.3% | $11,403-81.6% |