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 | $80,414 | $89,355-10.0% | $141,162-43.0% | $72,985+10.2% |
| Participation rate | 67.4% | 75.1%-7.7pp | 82.5%-15.0pp | 69.5%-2.0pp |
| Annual return | 24.70% | 111.85%-87.1pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $787 | $3,114-74.7% | $4,735-83.4% | $2,440-67.7% |
| Participant deferral / active EE | $6,491 | $5,418+19.8% | $6,709-3.2% | $3,607+79.9% |
| Admin fee / account holder | $3,882 | $5,958-34.8% | $10,261-62.2% | $5,124-24.2% |