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 | $179,921 | $107,452+67.4% | $91,541+96.5% | $142,382+26.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 10.06% | 22.06%-12.0pp | 20.50%-10.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,180 | $2,994-27.2% | $2,505-12.9% | $4,299-49.3% |
| Participant deferral / active EE | $4,243 | $4,754-10.8% | $4,008+5.9% | $6,507-34.8% |
| Admin fee / account holder | $18,687 | $8,834+111.5% | $6,956+168.6% | $12,624+48.0% |