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 | $75,175 | $57,354+31.1% | $83,848-10.3% | $64,186+17.1% |
| Participation rate | 15.0% | 68.6%-53.6pp | 76.1%-61.1pp | 69.6%-54.6pp |
| Annual return | 6.66% | 11.38%-4.7pp | 850.88%-844.2pp | 7.63%-1.0pp |
| Employer contribution / active EE | $834 | $2,545-67.2% | $3,631-77.0% | $2,381-65.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,180 | $4,046-21.4% | $5,478-42.0% | $4,888-35.0% |