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 | $64,756 | $49,227+31.5% | $70,449-8.1% | $79,858-18.9% |
| Participation rate | 38.9% | 69.2%-30.3pp | 75.1%-36.2pp | 69.6%-30.7pp |
| Annual return | 68.67% | 30.06%+38.6pp | 109.03%-40.4pp | 31.71%+37.0pp |
| Employer contribution / active EE | $813 | $2,099-61.3% | $2,737-70.3% | $2,471-67.1% |
| Participant deferral / active EE | $1,296 | $2,768-53.2% | $3,709-65.1% | $3,740-65.3% |
| Admin fee / account holder | $7,990 | $2,878+177.6% | $3,845+107.8% | $5,306+50.6% |