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 | $92,398 | $49,922+85.1% | $80,569+14.7% | $75,163+22.9% |
| Participation rate | 43.2% | 55.3%-12.1pp | 67.0%-23.8pp | 67.2%-23.9pp |
| Annual return | 16.32% | 34.69%-18.4pp | 935.43%-919.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $988 | $1,698-41.8% | $2,723-63.7% | $2,670-63.0% |
| Participant deferral / active EE | $2,455 | $2,990-17.9% | $4,447-44.8% | $4,125-40.5% |
| Admin fee / account holder | $6,072 | $3,577+69.7% | $5,377+12.9% | $5,651+7.4% |