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 | $88,320 | $53,822+64.1% | $75,696+16.7% | $85,850+2.9% |
| Participation rate | 43.8% | 69.1%-25.3pp | 74.8%-31.1pp | 69.3%-25.6pp |
| Annual return | 14.42% | 24.54%-10.1pp | 104.53%-90.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,327 | $2,017-34.2% | $2,743-51.6% | $2,565-48.3% |
| Participant deferral / active EE | $2,874 | $2,895-0.7% | $3,821-24.8% | $3,952-27.3% |
| Admin fee / account holder | $2,023 | $3,343-39.5% | $3,619-44.1% | $6,260-67.7% |