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 5-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 | $155,875 | $107,452+45.1% | $91,541+70.3% | $142,382+9.5% |
| Participation rate | 20.0% | 75.1%-55.1pp | 69.8%-49.8pp | 80.1%-60.1pp |
| Annual return | 23.85% | 22.06%+1.8pp | 20.50%+3.3pp | 217.08%-193.2pp |
| Employer contribution / active EE | $575 | $2,994-80.8% | $2,505-77.0% | $4,299-86.6% |
| Participant deferral / active EE | $3,375 | $4,754-29.0% | $4,008-15.8% | $6,507-48.1% |
| Admin fee / account holder | $600 | $8,834-93.2% | $6,956-91.4% | $12,624-95.2% |