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 5-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 | $124,491 | $48,795+155.1% | $65,493+90.1% | $84,808+46.8% |
| Participation rate | 53.6% | 67.0%-13.4pp | 73.1%-19.5pp | 68.3%-14.7pp |
| Annual return | 14.38% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,023 | $1,930+108.5% | $2,574+56.3% | $2,631+52.9% |
| Participant deferral / active EE | $4,748 | $2,928+62.1% | $3,961+19.9% | $4,212+12.7% |
| Admin fee / account holder | $17,143 | $3,877+342.2% | $5,028+240.9% | $7,344+133.4% |