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 | $79,559 | $54,705+45.4% | $71,209+11.7% | $84,808-6.2% |
| Participation rate | 64.1% | 64.1%0pp | 73.8%-9.6pp | 68.3%-4.2pp |
| Annual return | 15.64% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $952 | $2,158-55.9% | $2,721-65.0% | $2,631-63.8% |
| Participant deferral / active EE | $5,901 | $3,030+94.7% | $4,175+41.3% | $4,212+40.1% |
| Admin fee / account holder | $13,030 | $4,863+167.9% | $5,349+143.6% | $7,344+77.4% |