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 | $95,262 | $56,114+69.8% | $96,139-0.9% | $85,850+11.0% |
| Participation rate | 35.6% | 56.7%-21.1pp | 68.4%-32.8pp | 69.3%-33.7pp |
| Annual return | 11.86% | 42.30%-30.4pp | 191.94%-180.1pp | 318.53%-306.7pp |
| Employer contribution / active EE | $349 | $1,620-78.4% | $2,797-87.5% | $2,565-86.4% |
| Participant deferral / active EE | $1,442 | $2,859-49.6% | $4,349-66.8% | $3,952-63.5% |
| Admin fee / account holder | $1,611 | $3,768-57.3% | $5,537-70.9% | $6,260-74.3% |