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 | $60,148 | $89,355-32.7% | $141,162-57.4% | $72,985-17.6% |
| Participation rate | 62.7% | 75.1%-12.4pp | 82.5%-19.7pp | 69.5%-6.7pp |
| Annual return | 21.22% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $962 | $3,114-69.1% | $4,735-79.7% | $2,440-60.6% |
| Participant deferral / active EE | $4,513 | $5,418-16.7% | $6,709-32.7% | $3,607+25.1% |
| Admin fee / account holder | $10,947 | $5,958+83.7% | $10,261+6.7% | $5,124+113.6% |