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 | $172,420 | $99,985+72.4% | $146,665+17.6% | $85,850+100.8% |
| Participation rate | 64.7% | 73.1%-8.4pp | 80.1%-15.4pp | 69.3%-4.6pp |
| Annual return | 13.04% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,857 | $2,559+50.7% | $4,136-6.8% | $2,565+50.4% |
| Participant deferral / active EE | $6,119 | $4,006+52.8% | $5,506+11.1% | $3,952+54.9% |
| Admin fee / account holder | $4,360 | $7,702-43.4% | $10,280-57.6% | $6,260-30.3% |