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 | $109,370 | $45,035+142.9% | $62,995+73.6% | $70,131+56.0% |
| Participation rate | 60.5% | 69.5%-9.1pp | 74.8%-14.3pp | 69.5%-9.1pp |
| Annual return | 15.32% | 18.76%-3.4pp | 87.57%-72.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,228 | $2,051-40.2% | $2,759-55.5% | $2,342-47.6% |
| Participant deferral / active EE | $2,796 | $2,465+13.5% | $3,329-16.0% | $3,332-16.1% |
| Admin fee / account holder | $5,449 | $2,834+92.2% | $3,600+51.4% | $4,645+17.3% |