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 | $79,089 | $45,566+73.6% | $64,105+23.4% | $59,632+32.6% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | 0.41% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $987 | $934+5.6% | $1,820-45.8% | $2,203-55.2% |
| Participant deferral / active EE | $3,163 | $2,057+53.8% | $2,822+12.1% | $3,192-0.9% |
| Admin fee / account holder | $1,327 | $3,268-59.4% | $4,499-70.5% | $4,297-69.1% |