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 | $113,324 | $39,019+190.4% | $80,716+40.4% | $85,850+32.0% |
| Participation rate | 66.7% | 41.5%+25.1pp | 54.2%+12.5pp | 69.3%-2.6pp |
| Annual return | 14.83% | 26.27%-11.4pp | 87.28%-72.4pp | 318.53%-303.7pp |
| Employer contribution / active EE | $509 | $722-29.5% | $1,160-56.1% | $2,565-80.2% |
| Participant deferral / active EE | $2,614 | $1,326+97.2% | $2,146+21.8% | $3,952-33.8% |
| Admin fee / account holder | $18,469 | $2,431+659.8% | $3,380+446.4% | $6,260+195.0% |