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 | $94,244 | $53,516+76.1% | $126,539-25.5% | $84,808+11.1% |
| Participation rate | 23.9% | 58.2%-34.4pp | 69.8%-45.9pp | 68.3%-44.4pp |
| Annual return | 16.84% | 58.34%-41.5pp | 425.95%-409.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $484 | $1,535-68.5% | $3,674-86.8% | $2,631-81.6% |
| Participant deferral / active EE | $1,083 | $2,671-59.5% | $4,083-73.5% | $4,212-74.3% |
| Admin fee / account holder | $743 | $4,497-83.5% | $6,065-87.8% | $7,344-89.9% |