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 | $172,995 | $110,502+56.6% | $80,716+114.3% | $167,490+3.3% |
| Participation rate | 11.1% | 64.0%-52.9pp | 54.2%-43.1pp | 82.1%-71.0pp |
| Annual return | 14.87% | 120.54%-105.7pp | 87.28%-72.4pp | 478.56%-463.7pp |
| Employer contribution / active EE | $721 | $1,543-53.3% | $1,160-37.9% | $4,837-85.1% |
| Participant deferral / active EE | $2,888 | $2,871+0.6% | $2,146+34.6% | $6,341-54.5% |
| Admin fee / account holder | $1,161 | $4,545-74.4% | $3,380-65.6% | $12,309-90.6% |