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 | $192,059 | $106,515+80.3% | $96,683+98.6% | $139,434+37.7% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 17.37% | 38.43%-21.1pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,112 | $4,103-72.9% | $3,737-70.2% | $4,751-76.6% |
| Participant deferral / active EE | $2,392 | $5,454-56.1% | $4,878-51.0% | $6,710-64.4% |
| Admin fee / account holder | $25,529 | $7,877+224.1% | $6,730+279.4% | $11,403+123.9% |