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 | $119,089 | $53,516+122.5% | $126,539-5.9% | $84,808+40.4% |
| Participation rate | 20.4% | 58.2%-37.8pp | 69.8%-49.4pp | 68.3%-47.9pp |
| Annual return | 14.78% | 58.34%-43.6pp | 425.95%-411.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $552 | $1,535-64.0% | $3,674-85.0% | $2,631-79.0% |
| Participant deferral / active EE | $1,043 | $2,671-60.9% | $4,083-74.5% | $4,212-75.2% |
| Admin fee / account holder | $4,172 | $4,497-7.2% | $6,065-31.2% | $7,344-43.2% |