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 | $93,250 | $77,899+19.7% | $149,673-37.7% | $75,163+24.1% |
| Participation rate | 43.5% | 65.6%-22.0pp | 78.8%-35.2pp | 67.2%-23.6pp |
| Annual return | 18.28% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,074 | $3,137-2.0% | $4,818-36.2% | $2,670+15.1% |
| Participant deferral / active EE | $4,969 | $3,411+45.7% | $5,680-12.5% | $4,125+20.5% |
| Admin fee / account holder | $694 | $5,956-88.4% | $13,210-94.7% | $5,651-87.7% |