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 | $107,883 | $53,516+101.6% | $126,539-14.7% | $84,808+27.2% |
| Participation rate | 46.2% | 58.2%-12.1pp | 69.8%-23.7pp | 68.3%-22.2pp |
| Annual return | 13.96% | 58.34%-44.4pp | 425.95%-412.0pp | 40.90%-26.9pp |
| Employer contribution / active EE | $633 | $1,535-58.7% | $3,674-82.8% | $2,631-75.9% |
| Participant deferral / active EE | $2,848 | $2,671+6.6% | $4,083-30.3% | $4,212-32.4% |
| Admin fee / account holder | $25,814 | $4,497+474.1% | $6,065+325.6% | $7,344+251.5% |