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 | $134,893 | $44,960+200.0% | $84,966+58.8% | $74,495+81.1% |
| Participation rate | 15.4% | 49.4%-34.0pp | 67.5%-52.1pp | 67.2%-51.8pp |
| Annual return | 17.87% | 26.24%-8.4pp | 66.38%-48.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $790 | $1,457-45.8% | $2,727-71.0% | $2,623-69.9% |
| Participant deferral / active EE | $1,457 | $2,731-46.7% | $4,519-67.8% | $4,346-66.5% |
| Admin fee / account holder | $793 | $2,209-64.1% | $6,149-87.1% | $1,942-59.2% |