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 | $88,101 | $117,841-25.2% | $102,423-14.0% | $145,922-39.6% |
| Participation rate | 41.7% | 78.6%-36.9pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 11.26% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,082 | $3,615-42.4% | $3,023-31.1% | $4,660-55.3% |
| Participant deferral / active EE | $6,775 | $5,731+18.2% | $5,053+34.1% | $6,688+1.3% |
| Admin fee / account holder | $24,715 | $13,326+85.5% | $9,451+161.5% | $13,397+84.5% |