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 | $67,823 | $98,750-31.3% | $149,696-54.7% | $79,858-15.1% |
| Participation rate | 53.7% | 75.8%-22.0pp | 82.5%-28.7pp | 69.6%-15.9pp |
| Annual return | 16.47% | 27.43%-11.0pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $854 | $3,216-73.5% | $4,644-81.6% | $2,471-65.4% |
| Participant deferral / active EE | $4,414 | $5,680-22.3% | $6,842-35.5% | $3,740+18.0% |
| Admin fee / account holder | $3,966 | $6,053-34.5% | $9,309-57.4% | $5,306-25.3% |