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 | $89,705 | $85,790+4.6% | $67,313+33.3% | $135,375-33.7% |
| Participation rate | 47.8% | 76.5%-28.6pp | 69.1%-21.3pp | 82.6%-34.8pp |
| Annual return | 15.35% | -0.54%+15.9pp | -4.08%+19.4pp | 519.73%-504.4pp |
| Employer contribution / active EE | $514 | $3,487-85.2% | $2,566-79.9% | $4,779-89.2% |
| Participant deferral / active EE | $2,058 | $4,651-55.8% | $3,568-42.3% | $5,609-63.3% |
| Admin fee / account holder | $16,748 | $6,392+162.0% | $4,507+271.6% | $10,827+54.7% |