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 | $144,397 | $54,705+164.0% | $71,209+102.8% | $84,808+70.3% |
| Participation rate | 20.7% | 64.1%-43.4pp | 73.8%-53.1pp | 68.3%-47.6pp |
| Annual return | 14.85% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $358 | $2,158-83.4% | $2,721-86.8% | $2,631-86.4% |
| Participant deferral / active EE | $1,392 | $3,030-54.1% | $4,175-66.7% | $4,212-67.0% |
| Admin fee / account holder | $2,617 | $4,863-46.2% | $5,349-51.1% | $7,344-64.4% |