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 | $124,042 | $65,041+90.7% | $90,951+36.4% | $79,858+55.3% |
| Participation rate | 50.6% | 61.6%-11.0pp | 69.0%-18.4pp | 69.6%-19.0pp |
| Annual return | 35.57% | 30.45%+5.1pp | 134.60%-99.0pp | 31.71%+3.9pp |
| Employer contribution / active EE | $747 | $1,247-40.1% | $2,122-64.8% | $2,471-69.8% |
| Participant deferral / active EE | $2,553 | $2,512+1.6% | $3,373-24.3% | $3,740-31.7% |
| Admin fee / account holder | $1,636 | $4,536-63.9% | $5,959-72.5% | $5,306-69.2% |