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 | $135,678 | $49,227+175.6% | $70,449+92.6% | $79,858+69.9% |
| Participation rate | 66.7% | 69.2%-2.5pp | 75.1%-8.4pp | 69.6%-3.0pp |
| Annual return | 19.31% | 30.06%-10.8pp | 109.03%-89.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $954 | $2,099-54.6% | $2,737-65.1% | $2,471-61.4% |
| Participant deferral / active EE | $4,001 | $2,768+44.6% | $3,709+7.9% | $3,740+7.0% |
| Admin fee / account holder | $1,379 | $2,878-52.1% | $3,845-64.1% | $5,306-74.0% |