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 | $130,427 | $63,861+104.2% | $104,607+24.7% | $79,858+63.3% |
| Participation rate | 59.4% | 64.9%-5.5pp | 74.1%-14.7pp | 69.6%-10.3pp |
| Annual return | 17.70% | 21.30%-3.6pp | 340.46%-322.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,547 | $1,588+60.3% | $2,681-5.0% | $2,471+3.1% |
| Participant deferral / active EE | $4,844 | $2,693+79.8% | $3,740+29.5% | $3,740+29.5% |
| Admin fee / account holder | $8,174 | $4,185+95.3% | $6,473+26.3% | $5,306+54.0% |