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 | $128,495 | $114,381+12.3% | $107,525+19.5% | $142,382-9.8% |
| Participation rate | 31.6% | 78.1%-46.6pp | 75.1%-43.5pp | 80.1%-48.5pp |
| Annual return | 15.90% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,436 | $4,015-64.2% | $3,754-61.7% | $4,299-66.6% |
| Participant deferral / active EE | $3,460 | $5,564-37.8% | $5,116-32.4% | $6,507-46.8% |
| Admin fee / account holder | $4,623 | $9,860-53.1% | $8,919-48.2% | $12,624-63.4% |