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 | $101,016 | $108,172-6.6% | $77,482+30.4% | $158,922-36.4% |
| Participation rate | 56.3% | 64.4%-8.2pp | 54.2%+2.1pp | 82.0%-25.7pp |
| Annual return | 12.14% | 31.67%-19.5pp | 54.79%-42.6pp | 302.83%-290.7pp |
| Employer contribution / active EE | $174 | $1,325-86.8% | $986-82.3% | $4,761-96.3% |
| Participant deferral / active EE | $1,045 | $2,456-57.5% | $1,861-43.8% | $5,982-82.5% |
| Admin fee / account holder | $622 | $3,708-83.2% | $2,858-78.2% | $11,246-94.5% |