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 | $130,727 | $72,277+80.9% | $101,248+29.1% | $79,858+63.7% |
| Participation rate | 37.7% | 68.5%-30.8pp | 75.8%-38.1pp | 69.6%-32.0pp |
| Annual return | 12.00% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $6,038 | $2,692+124.3% | $3,660+65.0% | $2,471+144.4% |
| Participant deferral / active EE | $2,216 | $3,282-32.5% | $4,370-49.3% | $3,740-40.7% |
| Admin fee / account holder | $12,886 | $4,400+192.8% | $5,945+116.7% | $5,306+142.8% |