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 | $66,199 | $56,317+17.5% | $71,209-7.0% | $74,304-10.9% |
| Participation rate | 8.8% | 55.1%-46.4pp | 73.8%-65.0pp | 60.3%-51.6pp |
| Annual return | 16.77% | 42.83%-26.1pp | 282.51%-265.7pp | 29.43%-12.7pp |
| Employer contribution / active EE | $428 | $2,160-80.2% | $2,721-84.3% | $2,241-80.9% |
| Participant deferral / active EE | $734 | $2,788-73.7% | $4,175-82.4% | $3,767-80.5% |
| Admin fee / account holder | $1,000 | $2,290-56.3% | $5,349-81.3% | $2,969-66.3% |