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 | $89,398 | $48,795+83.2% | $65,493+36.5% | $84,808+5.4% |
| Participation rate | 36.0% | 67.0%-31.0pp | 73.1%-37.1pp | 68.3%-32.3pp |
| Annual return | 12.18% | 20.20%-8.0pp | 982.45%-970.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $630 | $1,930-67.4% | $2,574-75.5% | $2,631-76.1% |
| Participant deferral / active EE | $1,894 | $2,928-35.3% | $3,961-52.2% | $4,212-55.0% |
| Admin fee / account holder | $1,017 | $3,877-73.8% | $5,028-79.8% | $7,344-86.1% |