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 | $104,936 | $56,114+87.0% | $96,139+9.1% | $85,850+22.2% |
| Participation rate | 34.6% | 56.7%-22.1pp | 68.4%-33.8pp | 69.3%-34.7pp |
| Annual return | 21.79% | 42.30%-20.5pp | 191.94%-170.2pp | 318.53%-296.7pp |
| Employer contribution / active EE | $495 | $1,620-69.4% | $2,797-82.3% | $2,565-80.7% |
| Participant deferral / active EE | $1,434 | $2,859-49.9% | $4,349-67.0% | $3,952-63.7% |
| Admin fee / account holder | $4,662 | $3,768+23.7% | $5,537-15.8% | $6,260-25.5% |