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 | $116,183 | $29,660+291.7% | $56,411+106.0% | $80,856+43.7% |
| Participation rate | 40.6% | 41.6%-1.0pp | 52.5%-11.8pp | 67.6%-27.0pp |
| Annual return | 11.08% | 35.23%-24.2pp | 1701.33%-1690.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,275 | $669+90.6% | $1,039+22.8% | $2,755-53.7% |
| Participant deferral / active EE | $3,480 | $1,226+183.8% | $1,952+78.3% | $4,296-19.0% |
| Admin fee / account holder | $3,115 | $2,428+28.3% | $2,829+10.1% | $6,918-55.0% |