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 | $100,173 | $95,266+5.2% | $82,389+21.6% | $142,382-29.6% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.5%-52.9pp | 80.1%-63.5pp |
| Annual return | 12.23% | 25.74%-13.5pp | 28.67%-16.4pp | 217.08%-204.8pp |
| Employer contribution / active EE | $571 | $2,991-80.9% | $2,517-77.3% | $4,299-86.7% |
| Participant deferral / active EE | $1,100 | $4,809-77.1% | $4,155-73.5% | $6,507-83.1% |
| Admin fee / account holder | $559 | $8,563-93.5% | $7,231-92.3% | $12,624-95.6% |