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 | $152,981 | $95,803+59.7% | $113,168+35.2% | $84,808+80.4% |
| Participation rate | 65.5% | 72.9%-7.3pp | 76.6%-11.0pp | 68.3%-2.8pp |
| Annual return | 17.21% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,049 | $2,360-13.2% | $2,975-31.1% | $2,631-22.1% |
| Participant deferral / active EE | $4,218 | $4,242-0.6% | $5,107-17.4% | $4,212+0.2% |
| Admin fee / account holder | $32,164 | $8,989+257.8% | $12,068+166.5% | $7,344+338.0% |