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 | $177,474 | $89,355+98.6% | $141,162+25.7% | $72,985+143.2% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 20.55% | 111.85%-91.3pp | 71.39%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,813 | $3,114-41.8% | $4,735-61.7% | $2,440-25.7% |
| Participant deferral / active EE | $4,128 | $5,418-23.8% | $6,709-38.5% | $3,607+14.4% |
| Admin fee / account holder | $610 | $5,958-89.8% | $10,261-94.1% | $5,124-88.1% |