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 | $62,369 | $31,310+99.2% | $53,898+15.7% | $74,304-16.1% |
| Participation rate | 15.0% | 30.7%-15.7pp | 55.0%-40.0pp | 60.3%-45.3pp |
| Annual return | 16.85% | 23.16%-6.3pp | 528.60%-511.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $135 | $450-70.0% | $932-85.5% | $2,241-94.0% |
| Participant deferral / active EE | $1,076 | $934+15.1% | $1,826-41.1% | $3,767-71.4% |
| Admin fee / account holder | $1,099 | $2,175-49.5% | $2,491-55.9% | $2,969-63.0% |