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 | $88,308 | $63,346+39.4% | $92,233-4.3% | $70,131+25.9% |
| Participation rate | 47.4% | 68.7%-21.3pp | 76.5%-29.1pp | 69.5%-22.2pp |
| Annual return | 14.60% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $897 | $2,471-63.7% | $3,679-75.6% | $2,342-61.7% |
| Participant deferral / active EE | $2,534 | $2,854-11.2% | $3,897-35.0% | $3,332-23.9% |
| Admin fee / account holder | $917 | $3,840-76.1% | $5,194-82.3% | $4,645-80.3% |