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 | $129,563 | $94,752+36.7% | $112,887+14.8% | $139,434-7.1% |
| Participation rate | 65.2% | 81.3%-16.0pp | 80.5%-15.3pp | 80.3%-15.1pp |
| Annual return | 19.06% | 40.88%-21.8pp | 34.10%-15.0pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,401 | $4,625-69.7% | $4,563-69.3% | $4,751-70.5% |
| Participant deferral / active EE | $5,375 | $6,512-17.5% | $6,513-17.5% | $6,710-19.9% |
| Admin fee / account holder | $58,462 | $8,527+585.6% | $7,047+729.6% | $11,403+412.7% |