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 | $116,720 | $64,839+80.0% | $95,585+22.1% | $84,808+37.6% |
| Participation rate | 38.8% | 63.8%-25.0pp | 72.1%-33.2pp | 68.3%-29.5pp |
| Annual return | 16.12% | -670.96%+687.1pp | 38.56%-22.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $364 | $1,759-79.3% | $2,527-85.6% | $2,631-86.2% |
| Participant deferral / active EE | $1,500 | $2,965-49.4% | $4,023-62.7% | $4,212-64.4% |
| Admin fee / account holder | $3,427 | $5,964-42.5% | $6,127-44.1% | $7,344-53.3% |