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 | $104,706 | $48,795+114.6% | $65,493+59.9% | $84,808+23.5% |
| Participation rate | 22.6% | 67.0%-44.3pp | 73.1%-50.5pp | 68.3%-45.7pp |
| Annual return | 20.41% | 20.20%+0.2pp | 982.45%-962.0pp | 40.90%-20.5pp |
| Employer contribution / active EE | $627 | $1,930-67.5% | $2,574-75.6% | $2,631-76.2% |
| Participant deferral / active EE | $1,675 | $2,928-42.8% | $3,961-57.7% | $4,212-60.2% |
| Admin fee / account holder | $542 | $3,877-86.0% | $5,028-89.2% | $7,344-92.6% |