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 | $155,135 | $54,705+183.6% | $71,209+117.9% | $84,808+82.9% |
| Participation rate | 23.5% | 64.1%-40.5pp | 73.8%-50.2pp | 68.3%-44.8pp |
| Annual return | 16.01% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $569 | $2,158-73.6% | $2,721-79.1% | $2,631-78.4% |
| Participant deferral / active EE | $3,807 | $3,030+25.6% | $4,175-8.8% | $4,212-9.6% |
| Admin fee / account holder | $329 | $4,863-93.2% | $5,349-93.8% | $7,344-95.5% |