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 | $93,730 | $49,915+87.8% | $154,803-39.5% | $74,304+26.1% |
| Participation rate | 14.7% | 54.0%-39.2pp | 78.1%-63.4pp | 60.3%-45.6pp |
| Annual return | 20.44% | 34.06%-13.6pp | 58.88%-38.4pp | 29.43%-9.0pp |
| Employer contribution / active EE | $495 | $1,611-69.3% | $4,305-88.5% | $2,241-77.9% |
| Participant deferral / active EE | $1,434 | $2,255-36.4% | $5,540-74.1% | $3,767-61.9% |
| Admin fee / account holder | $16,014 | $2,189+631.6% | $14,329+11.8% | $2,969+439.4% |