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 | $117,660 | $55,415+112.3% | $155,509-24.3% | $74,495+57.9% |
| Participation rate | 49.2% | 61.9%-12.7pp | 78.2%-29.0pp | 67.2%-18.0pp |
| Annual return | 11.36% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,378 | $2,267+4.9% | $4,672-49.1% | $2,623-9.4% |
| Participant deferral / active EE | $5,243 | $2,836+84.9% | $5,626-6.8% | $4,346+20.6% |
| Admin fee / account holder | $3,156 | $1,738+81.5% | $15,912-80.2% | $1,942+62.5% |