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 | $87,204 | $63,346+37.7% | $92,233-5.5% | $70,131+24.3% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 17.21% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $543 | $2,471-78.0% | $3,679-85.2% | $2,342-76.8% |
| Participant deferral / active EE | $2,538 | $2,854-11.1% | $3,897-34.9% | $3,332-23.8% |
| Admin fee / account holder | $435 | $3,840-88.7% | $5,194-91.6% | $4,645-90.6% |