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 | $124,070 | $56,110+121.1% | $94,993+30.6% | $70,131+76.9% |
| Participation rate | 69.4% | 65.0%+4.4pp | 73.9%-4.4pp | 69.5%-0.1pp |
| Annual return | 13.51% | 51.02%-37.5pp | 27.12%-13.6pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,789 | $1,442+24.1% | $2,603-31.3% | $2,342-23.6% |
| Participant deferral / active EE | $1,818 | $2,391-24.0% | $3,317-45.2% | $3,332-45.4% |
| Admin fee / account holder | $4,193 | $3,456+21.3% | $4,960-15.5% | $4,645-9.7% |