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 | $99,009 | $84,233+17.5% | $170,442-41.9% | $70,131+41.2% |
| Participation rate | 44.7% | 70.8%-26.1pp | 83.6%-38.9pp | 69.5%-24.8pp |
| Annual return | 15.65% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $804 | $3,387-76.3% | $5,433-85.2% | $2,342-65.7% |
| Participant deferral / active EE | $1,851 | $3,086-40.0% | $4,939-62.5% | $3,332-44.4% |
| Admin fee / account holder | $5,591 | $5,698-1.9% | $13,880-59.7% | $4,645+20.4% |