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 | $43,395 | $29,660+46.3% | $56,411-23.1% | $80,856-46.3% |
| Participation rate | 66.7% | 41.6%+25.0pp | 52.5%+14.2pp | 67.6%-1.0pp |
| Annual return | 10.84% | 35.23%-24.4pp | 1701.33%-1690.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $873 | $669+30.4% | $1,039-16.0% | $2,755-68.3% |
| Participant deferral / active EE | $2,519 | $1,226+105.4% | $1,952+29.0% | $4,296-41.4% |
| Admin fee / account holder | $1,612 | $2,428-33.6% | $2,829-43.0% | $6,918-76.7% |