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 | $104,058 | $65,365+59.2% | $92,893+12.0% | $72,985+42.6% |
| Participation rate | 31.0% | 68.3%-37.3pp | 76.0%-45.0pp | 69.5%-38.5pp |
| Annual return | 19.15% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $807 | $2,594-68.9% | $3,653-77.9% | $2,440-66.9% |
| Participant deferral / active EE | $1,545 | $3,128-50.6% | $4,236-63.5% | $3,607-57.2% |
| Admin fee / account holder | $10,420 | $4,251+145.1% | $5,794+79.8% | $5,124+103.3% |