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 | $203,227 | $94,338+115.4% | $100,534+102.1% | $142,382+42.7% |
| Participation rate | 66.7% | 81.7%-15.1pp | 80.6%-13.9pp | 80.1%-13.5pp |
| Annual return | 14.52% | 29.20%-14.7pp | 32.66%-18.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,534 | $4,237+7.0% | $4,346+4.3% | $4,299+5.5% |
| Participant deferral / active EE | $10,865 | $5,934+83.1% | $6,144+76.8% | $6,507+67.0% |
| Admin fee / account holder | $56,958 | $8,421+576.4% | $7,654+644.1% | $12,624+351.2% |