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 | $223,817 | $60,022+272.9% | $88,946+151.6% | $84,808+163.9% |
| Participation rate | 69.0% | 57.8%+11.1pp | 68.8%+0.1pp | 68.3%+0.7pp |
| Annual return | 13.89% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $5,415 | $1,703+218.0% | $2,555+111.9% | $2,631+105.8% |
| Participant deferral / active EE | $10,830 | $3,114+247.8% | $4,581+136.4% | $4,212+157.1% |
| Admin fee / account holder | $1,950 | $4,811-59.5% | $8,261-76.4% | $7,344-73.5% |