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 | $81,494 | $65,041+25.3% | $90,951-10.4% | $79,858+2.0% |
| Participation rate | 50.8% | 61.6%-10.8pp | 69.0%-18.2pp | 69.6%-18.9pp |
| Annual return | 16.24% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $632 | $1,247-49.3% | $2,122-70.2% | $2,471-74.4% |
| Participant deferral / active EE | $1,515 | $2,512-39.7% | $3,373-55.1% | $3,740-59.5% |
| Admin fee / account holder | $4,136 | $4,536-8.8% | $5,959-30.6% | $5,306-22.1% |