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 | $181,069 | $71,050+154.8% | $93,606+93.4% | $80,856+123.9% |
| Participation rate | 53.6% | 60.4%-6.8pp | 68.7%-15.1pp | 67.6%-14.1pp |
| Annual return | 16.54% | 11.26%+5.3pp | 133.20%-116.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,802 | $1,564+79.2% | $2,420+15.8% | $2,755+1.7% |
| Participant deferral / active EE | $6,274 | $4,034+55.5% | $4,411+42.2% | $4,296+46.1% |
| Admin fee / account holder | $3,141 | $6,945-54.8% | $8,285-62.1% | $6,918-54.6% |