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 | $101,245 | $78,694+28.7% | $67,652+49.7% | $125,391-19.3% |
| Participation rate | 61.1% | 78.8%-17.7pp | 75.7%-14.6pp | 83.2%-22.1pp |
| Annual return | 1.13% | 9.46%-8.3pp | 6625.04%-6623.9pp | 282.22%-281.1pp |
| Employer contribution / active EE | $894 | $3,044-70.6% | $2,266-60.6% | $4,866-81.6% |
| Participant deferral / active EE | $2,692 | $4,292-37.3% | $3,560-24.4% | $5,352-49.7% |
| Admin fee / account holder | $10,770 | $7,403+45.5% | $4,821+123.4% | $9,540+12.9% |