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 | $96,335 | $34,308+180.8% | $74,701+29.0% | $72,985+32.0% |
| Participation rate | 14.3% | 42.4%-28.1pp | 54.5%-40.2pp | 69.5%-55.2pp |
| Annual return | 26.38% | 26.58%-0.2pp | 752.92%-726.5pp | 81.00%-54.6pp |
| Employer contribution / active EE | $362 | $692-47.6% | $1,084-66.6% | $2,440-85.1% |
| Participant deferral / active EE | $1,286 | $1,271+1.2% | $1,964-34.5% | $3,607-64.3% |
| Admin fee / account holder | $1,620 | $2,124-23.7% | $3,333-51.4% | $5,124-68.4% |