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 | $173,085 | $113,339+52.7% | $94,993+82.2% | $147,584+17.3% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 9.44% | 20.77%-11.3pp | 27.12%-17.7pp | 578.55%-569.1pp |
| Employer contribution / active EE | $6,082 | $3,160+92.4% | $2,603+133.6% | $4,876+24.7% |
| Participant deferral / active EE | $16,060 | $3,777+325.2% | $3,317+384.2% | $5,439+195.3% |
| Admin fee / account holder | $13,449 | $6,063+121.8% | $4,960+171.1% | $10,885+23.6% |