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 | $229,611 | $65,395+251.1% | $182,532+25.8% | $72,985+214.6% |
| Participation rate | 69.0% | 65.4%+3.5pp | 78.0%-9.0pp | 69.5%-0.5pp |
| Annual return | 24.51% | 27.68%-3.2pp | 148.54%-124.0pp | 81.00%-56.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,274 | $3,563+104.2% | $5,524+31.7% | $3,607+101.7% |
| Admin fee / account holder | $7,172 | $4,245+69.0% | $8,592-16.5% | $5,124+40.0% |