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 | $98,666 | $84,233+17.1% | $170,442-42.1% | $70,131+40.7% |
| Participation rate | 29.3% | 70.8%-41.6pp | 83.6%-54.3pp | 69.5%-40.3pp |
| Annual return | 19.19% | 23.06%-3.9pp | 205.93%-186.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $660 | $3,387-80.5% | $5,433-87.9% | $2,342-71.8% |
| Participant deferral / active EE | $1,493 | $3,086-51.6% | $4,939-69.8% | $3,332-55.2% |
| Admin fee / account holder | $3,785 | $5,698-33.6% | $13,880-72.7% | $4,645-18.5% |