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 | $106,289 | $107,934-1.5% | $91,989+15.5% | $152,861-30.5% |
| Participation rate | 42.1% | 81.2%-39.1pp | 78.6%-36.5pp | 82.4%-40.3pp |
| Annual return | 25.28% | 89.24%-64.0pp | 69.02%-43.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $478 | $4,210-88.6% | $3,452-86.2% | $4,762-90.0% |
| Participant deferral / active EE | $3,096 | $6,364-51.4% | $5,923-47.7% | $5,850-47.1% |
| Admin fee / account holder | $1,061 | $10,520-89.9% | $7,743-86.3% | $11,596-90.8% |