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 | $159,136 | $74,927+112.4% | $101,794+56.3% | $84,808+87.6% |
| Participation rate | 68.5% | 61.4%+7.1pp | 69.2%-0.7pp | 68.3%+0.2pp |
| Annual return | 17.03% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,850 | $1,522+87.2% | $2,289+24.5% | $2,631+8.3% |
| Participant deferral / active EE | $5,594 | $3,099+80.5% | $4,084+37.0% | $4,212+32.8% |
| Admin fee / account holder | $3,340 | $6,514-48.7% | $8,777-61.9% | $7,344-54.5% |