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 | $187,696 | $65,395+187.0% | $182,532+2.8% | $72,985+157.2% |
| Participation rate | 40.0% | 65.4%-25.4pp | 78.0%-38.0pp | 69.5%-29.5pp |
| Annual return | 25.60% | 27.68%-2.1pp | 148.54%-122.9pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,557 | $1,911-18.5% | $4,076-61.8% | $2,440-36.2% |
| Participant deferral / active EE | $4,047 | $3,563+13.6% | $5,524-26.7% | $3,607+12.2% |
| Admin fee / account holder | $11,610 | $4,245+173.5% | $8,592+35.1% | $5,124+126.6% |