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 | $236,758 | $97,744+142.2% | $103,476+128.8% | $145,922+62.2% |
| Participation rate | 44.4% | 81.1%-36.6pp | 80.5%-36.1pp | 80.3%-35.8pp |
| Annual return | 17.78% | 25.41%-7.6pp | 23.90%-6.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,688 | $4,677-21.1% | $4,672-21.1% | $4,660-20.9% |
| Participant deferral / active EE | $5,018 | $6,603-24.0% | $6,623-24.2% | $6,688-25.0% |
| Admin fee / account holder | $885 | $12,515-92.9% | $9,413-90.6% | $13,397-93.4% |