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 | $110,024 | $48,570+126.5% | $130,648-15.8% | $72,985+50.7% |
| Participation rate | 61.5% | 58.6%+3.0pp | 71.7%-10.2pp | 69.5%-7.9pp |
| Annual return | 36.23% | 38.63%-2.4pp | 1708.96%-1672.7pp | 81.00%-44.8pp |
| Employer contribution / active EE | $401 | $1,334-69.9% | $4,092-90.2% | $2,440-83.6% |
| Participant deferral / active EE | $1,758 | $2,384-26.2% | $3,603-51.2% | $3,607-51.3% |
| Admin fee / account holder | $13,735 | $3,549+287.0% | $5,464+151.4% | $5,124+168.0% |