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 | $110,117 | $65,395+68.4% | $182,532-39.7% | $72,985+50.9% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 69.5%-19.5pp |
| Annual return | 22.05% | 27.68%-5.6pp | 148.54%-126.5pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,807 | $1,911-5.5% | $4,076-55.7% | $2,440-25.9% |
| Participant deferral / active EE | $3,396 | $3,563-4.7% | $5,524-38.5% | $3,607-5.8% |
| Admin fee / account holder | $6,682 | $4,245+57.4% | $8,592-22.2% | $5,124+30.4% |