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 | $126,722 | $45,073+181.1% | $69,455+82.5% | $72,985+73.6% |
| Participation rate | 16.9% | 68.5%-51.6pp | 74.6%-57.7pp | 69.5%-52.6pp |
| Annual return | 14.00% | 22.65%-8.7pp | 28.97%-15.0pp | 81.00%-67.0pp |
| Employer contribution / active EE | $3,853 | $2,054+87.6% | $2,779+38.6% | $2,440+57.9% |
| Participant deferral / active EE | $2,619 | $2,602+0.7% | $3,535-25.9% | $3,607-27.4% |
| Admin fee / account holder | $6,907 | $3,056+126.0% | $3,839+79.9% | $5,124+34.8% |