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 | $159,660 | $81,248+96.5% | $155,509+2.7% | $80,856+97.5% |
| Participation rate | 67.9% | 66.2%+1.6pp | 78.2%-10.3pp | 67.6%+0.2pp |
| Annual return | 12.40% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,410 | $3,100-22.3% | $4,672-48.4% | $2,755-12.5% |
| Participant deferral / active EE | $7,716 | $3,452+123.5% | $5,626+37.1% | $4,296+79.6% |
| Admin fee / account holder | $1,232 | $7,997-84.6% | $15,912-92.3% | $6,918-82.2% |