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 | $212,631 | $109,359+94.4% | $162,163+31.1% | $72,985+191.3% |
| Participation rate | 44.8% | 84.3%-39.4pp | 87.6%-42.7pp | 69.5%-24.7pp |
| Annual return | 26.09% | 25.46%+0.6pp | 115.59%-89.5pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,291 | $3,907-41.4% | $5,614-59.2% | $2,440-6.1% |
| Participant deferral / active EE | $3,222 | $5,481-41.2% | $7,298-55.8% | $3,607-10.7% |
| Admin fee / account holder | $19,990 | $7,972+150.8% | $10,843+84.4% | $5,124+290.1% |