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 | $189,377 | $65,041+191.2% | $90,951+108.2% | $79,858+137.1% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 13.10% | 30.45%-17.4pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,682 | $1,247+34.9% | $2,122-20.7% | $2,471-31.9% |
| Participant deferral / active EE | $2,838 | $2,512+13.0% | $3,373-15.9% | $3,740-24.1% |
| Admin fee / account holder | $1,212 | $4,536-73.3% | $5,959-79.7% | $5,306-77.2% |