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 | $81,370 | $96,484-15.7% | $156,263-47.9% | $74,304+9.5% |
| Participation rate | 58.9% | 67.7%-8.8pp | 78.9%-20.0pp | 60.3%-1.5pp |
| Annual return | 25.26% | 17.73%+7.5pp | 59.47%-34.2pp | 29.43%-4.2pp |
| Employer contribution / active EE | $819 | $2,528-67.6% | $4,333-81.1% | $2,241-63.5% |
| Participant deferral / active EE | $3,577 | $4,286-16.6% | $6,158-41.9% | $3,767-5.1% |
| Admin fee / account holder | $10,508 | $3,728+181.9% | $14,255-26.3% | $2,969+254.0% |