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 | $226,460 | $89,753+152.3% | $107,525+110.6% | $84,808+167.0% |
| Participation rate | 35.1% | 68.1%-32.9pp | 75.1%-39.9pp | 68.3%-33.2pp |
| Annual return | 15.79% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $990 | $3,113-68.2% | $3,754-73.6% | $2,631-62.4% |
| Participant deferral / active EE | $3,419 | $4,056-15.7% | $5,116-33.2% | $4,212-18.8% |
| Admin fee / account holder | $669 | $7,222-90.7% | $8,919-92.5% | $7,344-90.9% |