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 | $80,727 | $58,828+37.2% | $77,999+3.5% | $62,891+28.4% |
| Participation rate | 37.1% | 71.1%-34.0pp | 75.5%-38.4pp | 69.3%-32.2pp |
| Annual return | 12.15% | 17.16%-5.0pp | 425.96%-413.8pp | 20.14%-8.0pp |
| Employer contribution / active EE | $788 | $1,672-52.8% | $2,470-68.1% | $2,281-65.4% |
| Participant deferral / active EE | $1,251 | $2,686-53.4% | $3,497-64.2% | $3,203-60.9% |
| Admin fee / account holder | $1,994 | $4,393-54.6% | $5,480-63.6% | $4,296-53.6% |