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 | $83,268 | $53,777+54.8% | $134,143-37.9% | $79,858+4.3% |
| Participation rate | 30.0% | 58.8%-28.8pp | 72.2%-42.2pp | 69.6%-39.6pp |
| Annual return | 13.39% | 19.01%-5.6pp | 36.33%-22.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $935 | $1,321-29.2% | $3,704-74.8% | $2,471-62.2% |
| Participant deferral / active EE | $3,803 | $2,420+57.1% | $3,499+8.7% | $3,740+1.7% |
| Admin fee / account holder | $14,221 | $3,984+257.0% | $6,684+112.8% | $5,306+168.0% |