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 | $226,537 | $64,839+249.4% | $95,585+137.0% | $84,808+167.1% |
| Participation rate | 36.4% | 63.8%-27.5pp | 72.1%-35.7pp | 68.3%-31.9pp |
| Annual return | 16.89% | -670.96%+687.8pp | 38.56%-21.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $809 | $1,759-54.0% | $2,527-68.0% | $2,631-69.2% |
| Participant deferral / active EE | $842 | $2,965-71.6% | $4,023-79.1% | $4,212-80.0% |
| Admin fee / account holder | $1,140 | $5,964-80.9% | $6,127-81.4% | $7,344-84.5% |