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 | $144,108 | $89,355+61.3% | $141,162+2.1% | $72,985+97.4% |
| Participation rate | 61.5% | 75.1%-13.6pp | 82.5%-20.9pp | 69.5%-7.9pp |
| Annual return | 19.65% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,782 | $3,114-10.7% | $4,735-41.2% | $2,440+14.0% |
| Participant deferral / active EE | $8,622 | $5,418+59.1% | $6,709+28.5% | $3,607+139.0% |
| Admin fee / account holder | $15,958 | $5,958+167.8% | $10,261+55.5% | $5,124+211.4% |