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 | $167,393 | $97,881+71.0% | $80,004+109.2% | $125,391+33.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 73.0%-35.5pp | 83.2%-45.7pp |
| Annual return | 1.78% | 9.36%-7.6pp | 7.63%-5.9pp | 282.22%-280.4pp |
| Employer contribution / active EE | $966 | $3,128-69.1% | $2,473-60.9% | $4,866-80.2% |
| Participant deferral / active EE | $3,271 | $3,744-12.7% | $3,204+2.1% | $5,352-38.9% |
| Admin fee / account holder | $18,973 | $6,278+202.2% | $5,033+276.9% | $9,540+98.9% |