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 | $233,745 | $91,538+155.4% | $129,995+79.8% | $75,163+211.0% |
| Participation rate | 43.2% | 71.4%-28.2pp | 78.5%-35.2pp | 67.2%-23.9pp |
| Annual return | 14.27% | -631.11%+645.4pp | -137.18%+151.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $970 | $2,845-65.9% | $4,320-77.5% | $2,670-63.7% |
| Participant deferral / active EE | $2,540 | $4,341-41.5% | $5,820-56.4% | $4,125-38.4% |
| Admin fee / account holder | $3,252 | $6,790-52.1% | $10,614-69.4% | $5,651-42.4% |