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 | $211,682 | $118,450+78.7% | $98,439+115.0% | $139,434+51.8% |
| Participation rate | 47.4% | 77.4%-30.1pp | 75.2%-27.8pp | 80.3%-33.0pp |
| Annual return | 12.65% | 18.94%-6.3pp | 21.16%-8.5pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,472 | $3,609-31.5% | $3,048-18.9% | $4,751-48.0% |
| Participant deferral / active EE | $5,103 | $5,392-5.4% | $4,738+7.7% | $6,710-24.0% |
| Admin fee / account holder | $20,205 | $14,026+44.1% | $8,948+125.8% | $11,403+77.2% |