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 | $133,889 | $101,069+32.5% | $81,478+64.3% | $147,584-9.3% |
| Participation rate | 27.8% | 74.5%-46.7pp | 68.0%-40.2pp | 82.8%-55.1pp |
| Annual return | 18.20% | 32.40%-14.2pp | 38.78%-20.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $568 | $3,205-82.3% | $2,568-77.9% | $4,876-88.4% |
| Participant deferral / active EE | $1,135 | $4,242-73.2% | $3,537-67.9% | $5,439-79.1% |
| Admin fee / account holder | $8,585 | $5,812+47.7% | $4,561+88.2% | $10,885-21.1% |