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 | $114,350 | $54,705+109.0% | $71,209+60.6% | $84,808+34.8% |
| Participation rate | 56.7% | 64.1%-7.4pp | 73.8%-17.1pp | 68.3%-11.6pp |
| Annual return | 14.73% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,921 | $2,158-11.0% | $2,721-29.4% | $2,631-27.0% |
| Participant deferral / active EE | $3,132 | $3,030+3.3% | $4,175-25.0% | $4,212-25.6% |
| Admin fee / account holder | $30,398 | $4,863+525.0% | $5,349+468.3% | $7,344+313.9% |