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 | $122,543 | $56,053+118.6% | $75,972+61.3% | $80,856+51.6% |
| Participation rate | 26.6% | 62.0%-35.4pp | 69.1%-42.5pp | 67.6%-41.0pp |
| Annual return | 10.37% | 20.53%-10.2pp | 359.55%-349.2pp | 35.59%-25.2pp |
| Employer contribution / active EE | $902 | $1,874-51.8% | $2,685-66.4% | $2,755-67.2% |
| Participant deferral / active EE | $4,438 | $3,052+45.4% | $4,255+4.3% | $4,296+3.3% |
| Admin fee / account holder | $2,431 | $5,234-53.6% | $6,467-62.4% | $6,918-64.9% |