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 | $82,935 | $78,672+5.4% | $109,143-24.0% | $85,850-3.4% |
| Participation rate | 8.3% | 68.3%-59.9pp | 75.9%-67.5pp | 69.3%-61.0pp |
| Annual return | 14.64% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,119 | $2,735-59.1% | $3,722-69.9% | $2,565-56.4% |
| Participant deferral / active EE | $2,910 | $3,467-16.1% | $4,653-37.5% | $3,952-26.4% |
| Admin fee / account holder | $4,387 | $5,469-19.8% | $6,752-35.0% | $6,260-29.9% |