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 | $228,142 | $84,233+170.8% | $170,442+33.9% | $70,131+225.3% |
| Participation rate | 65.7% | 70.8%-5.1pp | 83.6%-17.9pp | 69.5%-3.8pp |
| Annual return | 17.85% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,651 | $3,387-21.7% | $5,433-51.2% | $2,342+13.2% |
| Participant deferral / active EE | $5,053 | $3,086+63.8% | $4,939+2.3% | $3,332+51.7% |
| Admin fee / account holder | $30,910 | $5,698+442.5% | $13,880+122.7% | $4,645+565.4% |