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 | $174,240 | $94,625+84.1% | $116,228+49.9% | $84,808+105.5% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.6%-14.6pp | 68.3%-8.3pp |
| Annual return | 17.43% | 20.40%-3.0pp | 90.06%-72.6pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,501 | $2,347-36.1% | $2,994-49.9% | $2,631-43.0% |
| Participant deferral / active EE | $6,216 | $3,972+56.5% | $4,953+25.5% | $4,212+47.6% |
| Admin fee / account holder | $2,383 | $10,091-76.4% | $11,989-80.1% | $7,344-67.5% |