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 | $111,171 | $77,634+43.2% | $156,549-29.0% | $62,891+76.8% |
| Participation rate | 62.5% | 71.2%-8.7pp | 84.0%-21.5pp | 69.3%-6.8pp |
| Annual return | 8.77% | 50.32%-41.5pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $657 | $3,444-80.9% | $5,501-88.1% | $2,281-71.2% |
| Participant deferral / active EE | $3,597 | $3,045+18.1% | $4,871-26.2% | $3,203+12.3% |
| Admin fee / account holder | $1,600 | $5,561-71.2% | $13,027-87.7% | $4,296-62.7% |