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 | $194,063 | $65,041+198.4% | $90,951+113.4% | $79,858+143.0% |
| Participation rate | 56.8% | 61.6%-4.8pp | 69.0%-12.3pp | 69.6%-12.9pp |
| Annual return | 15.00% | 30.45%-15.5pp | 134.60%-119.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,205 | $1,247+76.8% | $2,122+3.9% | $2,471-10.8% |
| Participant deferral / active EE | $3,291 | $2,512+31.0% | $3,373-2.4% | $3,740-12.0% |
| Admin fee / account holder | $3,438 | $4,536-24.2% | $5,959-42.3% | $5,306-35.2% |