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 7-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 | $90,877 | $58,208+56.1% | $81,812+11.1% | $80,856+12.4% |
| Participation rate | 38.2% | 63.4%-25.2pp | 72.3%-34.1pp | 67.6%-29.4pp |
| Annual return | 13.13% | 41.66%-28.5pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $706 | $2,340-69.8% | $2,912-75.7% | $2,755-74.4% |
| Participant deferral / active EE | $1,825 | $3,281-44.4% | $4,319-57.7% | $4,296-57.5% |
| Admin fee / account holder | $544 | $4,981-89.1% | $7,386-92.6% | $6,918-92.1% |