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 | $157,008 | $72,277+117.2% | $101,248+55.1% | $79,858+96.6% |
| Participation rate | 35.2% | 68.5%-33.3pp | 75.8%-40.6pp | 69.6%-34.4pp |
| Annual return | 11.65% | 22.30%-10.6pp | 46.47%-34.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,202 | $2,692-55.3% | $3,660-67.2% | $2,471-51.4% |
| Participant deferral / active EE | $3,586 | $3,282+9.3% | $4,370-17.9% | $3,740-4.1% |
| Admin fee / account holder | $10,207 | $4,400+132.0% | $5,945+71.7% | $5,306+92.4% |