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 | $116,156 | $53,516+117.1% | $126,539-8.2% | $84,808+37.0% |
| Participation rate | 34.0% | 58.2%-24.3pp | 69.8%-35.9pp | 68.3%-34.3pp |
| Annual return | 19.92% | 58.34%-38.4pp | 425.95%-406.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,058 | $1,535-31.1% | $3,674-71.2% | $2,631-59.8% |
| Participant deferral / active EE | $2,624 | $2,671-1.7% | $4,083-35.7% | $4,212-37.7% |
| Admin fee / account holder | $9,959 | $4,497+121.5% | $6,065+64.2% | $7,344+35.6% |