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 | $87,375 | $53,127+64.5% | $86,590+0.9% | $70,131+24.6% |
| Participation rate | 18.5% | 65.3%-46.8pp | 73.5%-55.0pp | 69.5%-51.0pp |
| Annual return | 18.73% | 27.66%-8.9pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $679 | $2,068-67.2% | $2,839-76.1% | $2,342-71.0% |
| Participant deferral / active EE | $1,201 | $2,696-55.4% | $3,609-66.7% | $3,332-63.9% |
| Admin fee / account holder | $2,210 | $3,585-38.4% | $4,906-54.9% | $4,645-52.4% |