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 | $105,451 | $57,281+84.1% | $86,612+21.8% | $75,163+40.3% |
| Participation rate | 52.5% | 63.2%-10.7pp | 71.7%-19.2pp | 67.2%-14.7pp |
| Annual return | 13.83% | 2670.75%-2656.9pp | 591.07%-577.2pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,220 | $2,314-47.3% | $3,022-59.6% | $2,670-54.3% |
| Participant deferral / active EE | $2,539 | $3,318-23.5% | $4,438-42.8% | $4,125-38.4% |
| Admin fee / account holder | $1,800 | $4,112-56.2% | $5,614-67.9% | $5,651-68.1% |