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 5-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 | $91,582 | $56,317+62.6% | $71,209+28.6% | $74,304+23.3% |
| Participation rate | 33.8% | 55.1%-21.3pp | 73.8%-39.9pp | 60.3%-26.5pp |
| Annual return | 13.87% | 42.83%-29.0pp | 282.51%-268.6pp | 29.43%-15.6pp |
| Employer contribution / active EE | $624 | $2,160-71.1% | $2,721-77.1% | $2,241-72.2% |
| Participant deferral / active EE | $2,125 | $2,788-23.8% | $4,175-49.1% | $3,767-43.6% |
| Admin fee / account holder | $23,054 | $2,290+906.9% | $5,349+331.0% | $2,969+676.5% |