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 | $114,928 | $226,064-49.2% | $182,532-37.0% | $152,861-24.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 22.80% | 192.51%-169.7pp | 148.54%-125.7pp | 345.32%-322.5pp |
| Employer contribution / active EE | $585 | $4,978-88.2% | $4,076-85.6% | $4,762-87.7% |
| Participant deferral / active EE | $8,961 | $6,368+40.7% | $5,524+62.2% | $5,850+53.2% |
| Admin fee / account holder | $348 | $10,703-96.7% | $8,592-95.9% | $11,596-97.0% |