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 | $123,538 | $62,573+97.4% | $85,682+44.2% | $85,850+43.9% |
| Participation rate | 25.5% | 61.1%-35.6pp | 69.9%-44.4pp | 69.3%-43.8pp |
| Annual return | 19.58% | 23.77%-4.2pp | 21.49%-1.9pp | 318.53%-298.9pp |
| Employer contribution / active EE | $847 | $1,757-51.8% | $2,618-67.6% | $2,565-67.0% |
| Participant deferral / active EE | $2,178 | $2,802-22.3% | $3,923-44.5% | $3,952-44.9% |
| Admin fee / account holder | $2,815 | $4,640-39.3% | $6,873-59.0% | $6,260-55.0% |