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 | $132,104 | $78,422+68.5% | $95,952+37.7% | $79,858+65.4% |
| Participation rate | 44.8% | 73.5%-28.7pp | 77.1%-32.2pp | 69.6%-24.8pp |
| Annual return | 11.69% | 19.37%-7.7pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,460 | $1,945+26.5% | $2,541-3.2% | $2,471-0.4% |
| Participant deferral / active EE | $4,281 | $3,440+24.4% | $4,167+2.7% | $3,740+14.5% |
| Admin fee / account holder | $4,204 | $5,622-25.2% | $6,795-38.1% | $5,306-20.8% |