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 | $104,439 | $95,416+9.5% | $185,823-43.8% | $85,850+21.7% |
| Participation rate | 68.9% | 68.8%+0.1pp | 81.7%-12.8pp | 69.3%-0.4pp |
| Annual return | 16.80% | 23.59%-6.8pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $647 | $3,314-80.5% | $5,167-87.5% | $2,565-74.8% |
| Participant deferral / active EE | $1,902 | $3,423-44.4% | $5,568-65.8% | $3,952-51.9% |
| Admin fee / account holder | $6,470 | $7,213-10.3% | $16,237-60.2% | $6,260+3.4% |