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 | $122,359 | $70,428+73.7% | $96,562+26.7% | $85,850+42.5% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 16.63% | 18.59%-2.0pp | 37.78%-21.2pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,003 | $1,413+41.8% | $2,356-15.0% | $2,565-21.9% |
| Participant deferral / active EE | $4,652 | $2,894+60.7% | $3,849+20.9% | $3,952+17.7% |
| Admin fee / account holder | $2,589 | $4,997-48.2% | $6,181-58.1% | $6,260-58.6% |