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 | $91,817 | $39,019+135.3% | $80,716+13.8% | $85,850+7.0% |
| Participation rate | 42.3% | 41.5%+0.8pp | 54.2%-11.9pp | 69.3%-27.0pp |
| Annual return | 17.56% | 26.27%-8.7pp | 87.28%-69.7pp | 318.53%-301.0pp |
| Employer contribution / active EE | $654 | $722-9.4% | $1,160-43.6% | $2,565-74.5% |
| Participant deferral / active EE | $1,800 | $1,326+35.8% | $2,146-16.1% | $3,952-54.4% |
| Admin fee / account holder | $10,245 | $2,431+321.5% | $3,380+203.1% | $6,260+63.7% |