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 | $101,434 | $48,230+110.3% | $67,502+50.3% | $80,856+25.4% |
| Participation rate | 52.6% | 66.4%-13.7pp | 72.9%-20.2pp | 67.6%-15.0pp |
| Annual return | 13.94% | 18.28%-4.3pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,139 | $2,020-43.6% | $2,731-58.3% | $2,755-58.7% |
| Participant deferral / active EE | $4,497 | $2,924+53.8% | $4,000+12.4% | $4,296+4.7% |
| Admin fee / account holder | $4,448 | $3,681+20.8% | $3,998+11.3% | $6,918-35.7% |