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 | $95,775 | $91,552+4.6% | $133,956-28.5% | $79,858+19.9% |
| Participation rate | 35.4% | 73.3%-37.9pp | 79.8%-44.4pp | 69.6%-34.2pp |
| Annual return | 18.69% | 61.85%-43.2pp | 45.09%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,241 | $2,384-47.9% | $3,919-68.3% | $2,471-49.8% |
| Participant deferral / active EE | $2,469 | $3,733-33.9% | $5,048-51.1% | $3,740-34.0% |
| Admin fee / account holder | $743 | $6,321-88.2% | $8,927-91.7% | $5,306-86.0% |