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 | $186,788 | $83,477+123.8% | $125,175+49.2% | $72,985+155.9% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.0pp | 69.5%-1.7pp |
| Annual return | 21.18% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,011 | $2,345-14.3% | $3,865-48.0% | $2,440-17.6% |
| Participant deferral / active EE | $7,444 | $3,585+107.6% | $4,937+50.8% | $3,607+106.4% |
| Admin fee / account holder | $8,866 | $5,517+60.7% | $9,702-8.6% | $5,124+73.0% |