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 | $169,358 | $65,041+160.4% | $90,951+86.2% | $79,858+112.1% |
| Participation rate | 58.1% | 61.6%-3.5pp | 69.0%-10.9pp | 69.6%-11.6pp |
| Annual return | 14.75% | 30.45%-15.7pp | 134.60%-119.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,890 | $1,247+131.7% | $2,122+36.2% | $2,471+17.0% |
| Participant deferral / active EE | $4,995 | $2,512+98.9% | $3,373+48.1% | $3,740+33.6% |
| Admin fee / account holder | $4,566 | $4,536+0.7% | $5,959-23.4% | $5,306-14.0% |