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 | $86,831 | $65,041+33.5% | $90,951-4.5% | $79,858+8.7% |
| Participation rate | 49.2% | 61.6%-12.5pp | 69.0%-19.9pp | 69.6%-20.5pp |
| Annual return | 13.78% | 30.45%-16.7pp | 134.60%-120.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $609 | $1,247-51.1% | $2,122-71.3% | $2,471-75.3% |
| Participant deferral / active EE | $2,331 | $2,512-7.2% | $3,373-30.9% | $3,740-37.7% |
| Admin fee / account holder | $798 | $4,536-82.4% | $5,959-86.6% | $5,306-85.0% |