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 | $93,304 | $54,705+70.6% | $71,209+31.0% | $84,808+10.0% |
| Participation rate | 16.9% | 64.1%-47.1pp | 73.8%-56.8pp | 68.3%-51.4pp |
| Annual return | 14.39% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $521 | $2,158-75.8% | $2,721-80.8% | $2,631-80.2% |
| Participant deferral / active EE | $1,062 | $3,030-64.9% | $4,175-74.6% | $4,212-74.8% |
| Admin fee / account holder | $4,126 | $4,863-15.2% | $5,349-22.9% | $7,344-43.8% |