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 | $108,037 | $53,516+101.9% | $126,539-14.6% | $84,808+27.4% |
| Participation rate | 38.5% | 58.2%-19.8pp | 69.8%-31.4pp | 68.3%-29.8pp |
| Annual return | 17.47% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,963 | $1,535+27.9% | $3,674-46.6% | $2,631-25.4% |
| Participant deferral / active EE | $3,310 | $2,671+23.9% | $4,083-18.9% | $4,212-21.4% |
| Admin fee / account holder | $1,914 | $4,497-57.4% | $6,065-68.4% | $7,344-73.9% |