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 | $132,379 | $99,918+32.5% | $81,382+62.7% | $145,922-9.3% |
| Participation rate | 57.1% | 74.2%-17.0pp | 69.5%-12.3pp | 80.3%-23.1pp |
| Annual return | 13.04% | 34.32%-21.3pp | 24.73%-11.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $7,411 | $2,978+148.9% | $2,463+200.9% | $4,660+59.0% |
| Participant deferral / active EE | $13,177 | $4,605+186.1% | $3,883+239.3% | $6,688+97.0% |
| Admin fee / account holder | $2,523 | $8,212-69.3% | $5,768-56.3% | $13,397-81.2% |