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 | $118,313 | $70,428+68.0% | $96,562+22.5% | $85,850+37.8% |
| Participation rate | 43.2% | 61.8%-18.6pp | 69.8%-26.6pp | 69.3%-26.1pp |
| Annual return | 12.37% | 18.59%-6.2pp | 37.78%-25.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $956 | $1,413-32.4% | $2,356-59.4% | $2,565-62.7% |
| Participant deferral / active EE | $2,356 | $2,894-18.6% | $3,849-38.8% | $3,952-40.4% |
| Admin fee / account holder | $26,891 | $4,997+438.2% | $6,181+335.1% | $6,260+329.6% |