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 | $109,993 | $106,890+2.9% | $84,015+30.9% | $152,861-28.0% |
| Participation rate | 61.9% | 75.2%-13.3pp | 69.0%-7.1pp | 82.4%-20.5pp |
| Annual return | 18.31% | 104.99%-86.7pp | 71.31%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $469 | $2,734-82.8% | $1,983-76.3% | $4,762-90.1% |
| Participant deferral / active EE | $1,640 | $4,011-59.1% | $3,239-49.4% | $5,850-72.0% |
| Admin fee / account holder | $3,081 | $8,285-62.8% | $6,101-49.5% | $11,596-73.4% |