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 | $166,760 | $94,625+76.2% | $116,228+43.5% | $84,808+96.6% |
| Participation rate | 58.8% | 70.4%-11.6pp | 74.6%-15.7pp | 68.3%-9.5pp |
| Annual return | 14.25% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,012 | $2,347-56.9% | $2,994-66.2% | $2,631-61.5% |
| Participant deferral / active EE | $4,003 | $3,972+0.8% | $4,953-19.2% | $4,212-5.0% |
| Admin fee / account holder | $22,176 | $10,091+119.8% | $11,989+85.0% | $7,344+202.0% |