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 | $105,050 | $58,694+79.0% | $142,863-26.5% | $85,850+22.4% |
| Participation rate | 37.7% | 58.5%-20.8pp | 71.9%-34.2pp | 69.3%-31.6pp |
| Annual return | 15.66% | 27.72%-12.1pp | 5637.54%-5621.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,053 | $1,423-26.0% | $4,144-74.6% | $2,565-58.9% |
| Participant deferral / active EE | $2,759 | $2,607+5.8% | $3,837-28.1% | $3,952-30.2% |
| Admin fee / account holder | $944 | $4,239-77.7% | $6,560-85.6% | $6,260-84.9% |