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 | $210,580 | $59,101+256.3% | $77,163+172.9% | $75,163+180.2% |
| Participation rate | 67.6% | 63.9%+3.8pp | 69.6%-1.9pp | 67.2%+0.5pp |
| Annual return | 19.16% | 26.71%-7.5pp | 37.87%-18.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,410 | $1,995-29.3% | $2,535-44.4% | $2,670-47.2% |
| Participant deferral / active EE | $4,138 | $2,999+38.0% | $3,833+8.0% | $4,125+0.3% |
| Admin fee / account holder | $5,081 | $4,774+6.4% | $5,472-7.1% | $5,651-10.1% |