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 | $181,107 | $118,849+52.4% | $96,562+87.6% | $167,490+8.1% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 12.98% | 50.49%-37.5pp | 37.78%-24.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,762 | $3,120+20.6% | $2,356+59.6% | $4,837-22.2% |
| Participant deferral / active EE | $5,547 | $4,616+20.2% | $3,849+44.1% | $6,341-12.5% |
| Admin fee / account holder | $1,138 | $8,065-85.9% | $6,181-81.6% | $12,309-90.8% |