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 | $143,192 | $83,477+71.5% | $125,175+14.4% | $72,985+96.2% |
| Participation rate | 54.8% | 73.3%-18.5pp | 79.8%-24.9pp | 69.5%-14.6pp |
| Annual return | 23.91% | 25.78%-1.9pp | 43.79%-19.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,498 | $2,345-36.1% | $3,865-61.2% | $2,440-38.6% |
| Participant deferral / active EE | $2,802 | $3,585-21.9% | $4,937-43.2% | $3,607-22.3% |
| Admin fee / account holder | $4,767 | $5,517-13.6% | $9,702-50.9% | $5,124-7.0% |