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 | $145,286 | $71,050+104.5% | $93,606+55.2% | $80,856+79.7% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 15.86% | 11.26%+4.6pp | 133.20%-117.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,230 | $1,564+106.5% | $2,420+33.5% | $2,755+17.2% |
| Participant deferral / active EE | $7,831 | $4,034+94.1% | $4,411+77.5% | $4,296+82.3% |
| Admin fee / account holder | $2,091 | $6,945-69.9% | $8,285-74.8% | $6,918-69.8% |