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 | $81,665 | $54,705+49.3% | $71,209+14.7% | $84,808-3.7% |
| Participation rate | 23.3% | 64.1%-40.7pp | 73.8%-50.4pp | 68.3%-45.0pp |
| Annual return | 14.59% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $423 | $2,158-80.4% | $2,721-84.5% | $2,631-83.9% |
| Participant deferral / active EE | $852 | $3,030-71.9% | $4,175-79.6% | $4,212-79.8% |
| Admin fee / account holder | $33,957 | $4,863+598.2% | $5,349+534.9% | $7,344+362.4% |