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 | $138,319 | $81,460+69.8% | $103,333+33.9% | $80,856+71.1% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 14.89% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,339 | $3,105+7.5% | $3,868-13.7% | $2,755+21.2% |
| Participant deferral / active EE | $8,114 | $3,869+109.7% | $5,057+60.4% | $4,296+88.9% |
| Admin fee / account holder | $18,708 | $6,566+184.9% | $8,355+123.9% | $6,918+170.4% |