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 | $105,522 | $70,428+49.8% | $96,562+9.3% | $85,850+22.9% |
| Participation rate | 41.4% | 61.8%-20.4pp | 69.8%-28.4pp | 69.3%-27.9pp |
| Annual return | 13.15% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $354 | $1,413-75.0% | $2,356-85.0% | $2,565-86.2% |
| Participant deferral / active EE | $2,910 | $2,894+0.6% | $3,849-24.4% | $3,952-26.4% |
| Admin fee / account holder | $10,888 | $4,997+117.9% | $6,181+76.2% | $6,260+73.9% |