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 | $117,591 | $53,516+119.7% | $126,539-7.1% | $84,808+38.7% |
| Participation rate | 40.7% | 58.2%-17.5pp | 69.8%-29.1pp | 68.3%-27.6pp |
| Annual return | 15.17% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,123 | $1,535-26.8% | $3,674-69.4% | $2,631-57.3% |
| Participant deferral / active EE | $3,238 | $2,671+21.2% | $4,083-20.7% | $4,212-23.1% |
| Admin fee / account holder | $586 | $4,497-87.0% | $6,065-90.3% | $7,344-92.0% |