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 | $144,468 | $58,512+146.9% | $84,015+72.0% | $72,985+97.9% |
| Participation rate | 51.5% | 61.2%-9.7pp | 69.0%-17.5pp | 69.5%-18.0pp |
| Annual return | 18.81% | 28.93%-10.1pp | 71.31%-52.5pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,500 | $1,163+29.0% | $1,983-24.4% | $2,440-38.5% |
| Participant deferral / active EE | $2,540 | $2,394+6.1% | $3,239-21.6% | $3,607-29.6% |
| Admin fee / account holder | $546 | $4,569-88.0% | $6,101-91.0% | $5,124-89.3% |