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 | $140,926 | $71,050+98.3% | $93,606+50.6% | $80,856+74.3% |
| Participation rate | 54.8% | 60.4%-5.6pp | 68.7%-13.9pp | 67.6%-12.8pp |
| Annual return | 10.81% | 11.26%-0.4pp | 133.20%-122.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,433 | $1,564-8.3% | $2,420-40.8% | $2,755-48.0% |
| Participant deferral / active EE | $4,339 | $4,034+7.6% | $4,411-1.6% | $4,296+1.0% |
| Admin fee / account holder | $58,040 | $6,945+735.7% | $8,285+600.5% | $6,918+739.0% |