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 | $126,604 | $77,899+62.5% | $149,673-15.4% | $75,163+68.4% |
| Participation rate | 62.3% | 65.6%-3.3pp | 78.8%-16.4pp | 67.2%-4.9pp |
| Annual return | 26.78% | 31.72%-4.9pp | 134.42%-107.6pp | 160.62%-133.8pp |
| Employer contribution / active EE | $2,265 | $3,137-27.8% | $4,818-53.0% | $2,670-15.2% |
| Participant deferral / active EE | $4,937 | $3,411+44.7% | $5,680-13.1% | $4,125+19.7% |
| Admin fee / account holder | $7,327 | $5,956+23.0% | $13,210-44.5% | $5,651+29.7% |