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 | $232,453 | $157,256+47.8% | $141,162+64.7% | $152,861+52.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 18.17% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,684 | $5,261-68.0% | $4,735-64.4% | $4,762-64.6% |
| Participant deferral / active EE | $4,210 | $7,109-40.8% | $6,709-37.2% | $5,850-28.0% |
| Admin fee / account holder | $1,411 | $12,120-88.4% | $10,261-86.3% | $11,596-87.8% |