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 | $94,676 | $78,422+20.7% | $95,952-1.3% | $79,858+18.6% |
| Participation rate | 40.8% | 73.5%-32.7pp | 77.1%-36.3pp | 69.6%-28.8pp |
| Annual return | 33.14% | 19.37%+13.8pp | 91.61%-58.5pp | 31.71%+1.4pp |
| Employer contribution / active EE | $1,150 | $1,945-40.9% | $2,541-54.7% | $2,471-53.4% |
| Participant deferral / active EE | $1,876 | $3,440-45.4% | $4,167-55.0% | $3,740-49.8% |
| Admin fee / account holder | $1,884 | $5,622-66.5% | $6,795-72.3% | $5,306-64.5% |