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 | $187,793 | $81,460+130.5% | $103,333+81.7% | $80,856+132.3% |
| Participation rate | 48.9% | 66.8%-18.0pp | 74.5%-25.6pp | 67.6%-18.8pp |
| Annual return | 16.57% | 25.55%-9.0pp | 24.88%-8.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,940 | $3,105-37.5% | $3,868-49.8% | $2,755-29.6% |
| Participant deferral / active EE | $3,554 | $3,869-8.1% | $5,057-29.7% | $4,296-17.3% |
| Admin fee / account holder | $22,323 | $6,566+240.0% | $8,355+167.2% | $6,918+222.7% |