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 | $157,580 | $79,449+98.3% | $189,557-16.9% | $85,850+83.6% |
| Participation rate | 57.9% | 66.0%-8.1pp | 78.4%-20.5pp | 69.3%-11.4pp |
| Annual return | 15.67% | 18.45%-2.8pp | 64.17%-48.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $557 | $2,081-73.2% | $4,412-87.4% | $2,565-78.3% |
| Participant deferral / active EE | $5,906 | $4,051+45.8% | $6,174-4.3% | $3,952+49.5% |
| Admin fee / account holder | $10,750 | $5,377+99.9% | $9,807+9.6% | $6,260+71.7% |