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 | $88,305 | $54,705+61.4% | $71,209+24.0% | $84,808+4.1% |
| Participation rate | 26.8% | 64.1%-37.2pp | 73.8%-46.9pp | 68.3%-41.5pp |
| Annual return | 19.08% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $912 | $2,158-57.7% | $2,721-66.5% | $2,631-65.3% |
| Participant deferral / active EE | $1,353 | $3,030-55.4% | $4,175-67.6% | $4,212-67.9% |
| Admin fee / account holder | $20,622 | $4,863+324.0% | $5,349+285.6% | $7,344+180.8% |