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 | $85,488 | $29,660+188.2% | $56,411+51.5% | $80,856+5.7% |
| Participation rate | 44.6% | 41.6%+3.0pp | 52.5%-7.8pp | 67.6%-23.0pp |
| Annual return | 13.41% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $868 | $669+29.6% | $1,039-16.5% | $2,755-68.5% |
| Participant deferral / active EE | $1,815 | $1,226+48.0% | $1,952-7.0% | $4,296-57.8% |
| Admin fee / account holder | $1,083 | $2,428-55.4% | $2,829-61.7% | $6,918-84.3% |