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 | $119,058 | $62,573+90.3% | $85,682+39.0% | $85,850+38.7% |
| Participation rate | 59.5% | 61.1%-1.6pp | 69.9%-10.3pp | 69.3%-9.8pp |
| Annual return | 15.60% | 23.77%-8.2pp | 21.49%-5.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,670 | $1,757-4.9% | $2,618-36.2% | $2,565-34.9% |
| Participant deferral / active EE | $4,128 | $2,802+47.3% | $3,923+5.2% | $3,952+4.5% |
| Admin fee / account holder | $2,597 | $4,640-44.0% | $6,873-62.2% | $6,260-58.5% |