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 | $70,023 | $48,795+43.5% | $65,493+6.9% | $84,808-17.4% |
| Participation rate | 35.8% | 67.0%-31.1pp | 73.1%-37.2pp | 68.3%-32.5pp |
| Annual return | 14.33% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $668 | $1,930-65.4% | $2,574-74.1% | $2,631-74.6% |
| Participant deferral / active EE | $1,415 | $2,928-51.7% | $3,961-64.3% | $4,212-66.4% |
| Admin fee / account holder | $9,290 | $3,877+139.6% | $5,028+84.8% | $7,344+26.5% |