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 | $92,686 | $78,705+17.8% | $117,854-21.4% | $70,131+32.2% |
| Participation rate | 43.9% | 73.2%-29.3pp | 79.7%-35.8pp | 69.5%-25.7pp |
| Annual return | 17.20% | 23.30%-6.1pp | 335.08%-317.9pp | 73.14%-55.9pp |
| Employer contribution / active EE | $805 | $2,223-63.8% | $3,786-78.7% | $2,342-65.6% |
| Participant deferral / active EE | $1,583 | $3,297-52.0% | $4,482-64.7% | $3,332-52.5% |
| Admin fee / account holder | $510 | $5,065-89.9% | $8,020-93.6% | $4,645-89.0% |