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 | $92,418 | $64,839+42.5% | $95,585-3.3% | $84,808+9.0% |
| Participation rate | 19.6% | 63.8%-44.2pp | 72.1%-52.5pp | 68.3%-48.7pp |
| Annual return | 19.67% | -670.96%+690.6pp | 38.56%-18.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $637 | $1,759-63.8% | $2,527-74.8% | $2,631-75.8% |
| Participant deferral / active EE | $1,319 | $2,965-55.5% | $4,023-67.2% | $4,212-68.7% |
| Admin fee / account holder | $397 | $5,964-93.3% | $6,127-93.5% | $7,344-94.6% |