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 | $142,536 | $56,053+154.3% | $75,972+87.6% | $80,856+76.3% |
| Participation rate | 44.0% | 62.0%-18.0pp | 69.1%-25.1pp | 67.6%-23.6pp |
| Annual return | 11.52% | 20.53%-9.0pp | 359.55%-348.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,365 | $1,874-27.2% | $2,685-49.2% | $2,755-50.5% |
| Participant deferral / active EE | $2,307 | $3,052-24.4% | $4,255-45.8% | $4,296-46.3% |
| Admin fee / account holder | $384 | $5,234-92.7% | $6,467-94.1% | $6,918-94.4% |