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 | $81,034 | $56,317+43.9% | $71,209+13.8% | $74,304+9.1% |
| Participation rate | 15.0% | 55.1%-40.2pp | 73.8%-58.8pp | 60.3%-45.4pp |
| Annual return | 13.24% | 42.83%-29.6pp | 282.51%-269.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $370 | $2,160-82.9% | $2,721-86.4% | $2,241-83.5% |
| Participant deferral / active EE | $625 | $2,788-77.6% | $4,175-85.0% | $3,767-83.4% |
| Admin fee / account holder | $12,775 | $2,290+457.9% | $5,349+138.8% | $2,969+330.3% |