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 | $99,048 | $65,561+51.1% | $86,188+14.9% | $75,163+31.8% |
| Participation rate | 41.7% | 60.5%-18.8pp | 69.0%-27.3pp | 67.2%-25.5pp |
| Annual return | 16.52% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $782 | $1,553-49.6% | $2,380-67.1% | $2,670-70.7% |
| Participant deferral / active EE | $1,783 | $3,024-41.0% | $3,985-55.2% | $4,125-56.8% |
| Admin fee / account holder | $366 | $5,474-93.3% | $6,852-94.7% | $5,651-93.5% |