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 | $98,782 | $63,346+55.9% | $92,233+7.1% | $70,131+40.9% |
| Participation rate | 45.8% | 68.7%-22.8pp | 76.5%-30.6pp | 69.5%-23.7pp |
| Annual return | 12.84% | 530.12%-517.3pp | 176.28%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,029 | $2,471-58.4% | $3,679-72.0% | $2,342-56.1% |
| Participant deferral / active EE | $2,655 | $2,854-7.0% | $3,897-31.9% | $3,332-20.3% |
| Admin fee / account holder | $3,762 | $3,840-2.0% | $5,194-27.6% | $4,645-19.0% |