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 | $71,202 | $46,553+52.9% | $64,056+11.2% | $75,163-5.3% |
| Participation rate | 29.8% | 65.9%-36.2pp | 72.3%-42.5pp | 67.2%-37.4pp |
| Annual return | 13.03% | 26.03%-13.0pp | 33.69%-20.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $790 | $1,974-60.0% | $2,747-71.3% | $2,670-70.4% |
| Participant deferral / active EE | $1,384 | $2,837-51.2% | $3,880-64.3% | $4,125-66.4% |
| Admin fee / account holder | $694 | $2,952-76.5% | $3,068-77.4% | $5,651-87.7% |