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 | $106,169 | $63,346+67.6% | $92,233+15.1% | $70,131+51.4% |
| Participation rate | 38.0% | 68.7%-30.6pp | 76.5%-38.4pp | 69.5%-31.5pp |
| Annual return | 29.15% | 530.12%-501.0pp | 176.28%-147.1pp | 73.14%-44.0pp |
| Employer contribution / active EE | $882 | $2,471-64.3% | $3,679-76.0% | $2,342-62.3% |
| Participant deferral / active EE | $1,565 | $2,854-45.2% | $3,897-59.8% | $3,332-53.0% |
| Admin fee / account holder | $494 | $3,840-87.1% | $5,194-90.5% | $4,645-89.4% |