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 | $86,039 | $29,660+190.1% | $56,411+52.5% | $80,856+6.4% |
| Participation rate | 64.0% | 41.6%+22.4pp | 52.5%+11.5pp | 67.6%-3.6pp |
| Annual return | 13.88% | 35.23%-21.3pp | 1701.33%-1687.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $450 | $669-32.8% | $1,039-56.7% | $2,755-83.7% |
| Participant deferral / active EE | $2,633 | $1,226+114.8% | $1,952+34.9% | $4,296-38.7% |
| Admin fee / account holder | $461 | $2,428-81.0% | $2,829-83.7% | $6,918-93.3% |