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 | $83,964 | $56,317+49.1% | $71,209+17.9% | $74,304+13.0% |
| Participation rate | 38.2% | 55.1%-16.9pp | 73.8%-35.5pp | 60.3%-22.1pp |
| Annual return | 18.27% | 42.83%-24.6pp | 282.51%-264.2pp | 29.43%-11.2pp |
| Employer contribution / active EE | $565 | $2,160-73.9% | $2,721-79.3% | $2,241-74.8% |
| Participant deferral / active EE | $2,216 | $2,788-20.5% | $4,175-46.9% | $3,767-41.2% |
| Admin fee / account holder | $530 | $2,290-76.9% | $5,349-90.1% | $2,969-82.2% |