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 | $118,434 | $70,428+68.2% | $96,562+22.7% | $85,850+38.0% |
| Participation rate | 61.3% | 61.8%-0.5pp | 69.8%-8.5pp | 69.3%-8.0pp |
| Annual return | 11.63% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $5,323 | $1,413+276.7% | $2,356+125.9% | $2,565+107.5% |
| Participant deferral / active EE | $6,084 | $2,894+110.3% | $3,849+58.1% | $3,952+54.0% |
| Admin fee / account holder | $2,326 | $4,997-53.4% | $6,181-62.4% | $6,260-62.8% |