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 | $145,954 | $78,672+85.5% | $109,143+33.7% | $85,850+70.0% |
| Participation rate | 57.9% | 68.3%-10.4pp | 75.9%-18.0pp | 69.3%-11.4pp |
| Annual return | 12.46% | 25.09%-12.6pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $9,970 | $2,735+264.6% | $3,722+167.9% | $2,565+288.7% |
| Participant deferral / active EE | $7,084 | $3,467+104.3% | $4,653+52.2% | $3,952+79.3% |
| Admin fee / account holder | $1,114 | $5,469-79.6% | $6,752-83.5% | $6,260-82.2% |