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 | $105,920 | $56,053+89.0% | $75,972+39.4% | $80,856+31.0% |
| Participation rate | 37.6% | 62.0%-24.4pp | 69.1%-31.4pp | 67.6%-30.0pp |
| Annual return | 22.76% | 20.53%+2.2pp | 359.55%-336.8pp | 35.59%-12.8pp |
| Employer contribution / active EE | $961 | $1,874-48.7% | $2,685-64.2% | $2,755-65.1% |
| Participant deferral / active EE | $2,275 | $3,052-25.5% | $4,255-46.5% | $4,296-47.0% |
| Admin fee / account holder | $4,047 | $5,234-22.7% | $6,467-37.4% | $6,918-41.5% |