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 | $89,594 | $57,354+56.2% | $83,848+6.9% | $64,186+39.6% |
| Participation rate | 26.0% | 68.6%-42.6pp | 76.1%-50.1pp | 69.6%-43.5pp |
| Annual return | -5.72% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $678 | $2,545-73.4% | $3,631-81.3% | $2,381-71.5% |
| Participant deferral / active EE | $1,623 | $2,993-45.8% | $4,082-60.2% | $3,470-53.2% |
| Admin fee / account holder | $2,374 | $4,046-41.3% | $5,478-56.7% | $4,888-51.4% |